What are the responsibilities and job description for the Financial Services Officer Floater position at Baton Rouge Telco FCU?
We are currently searching for a Financial Services Officer Floater to join our team. If this sounds like you, we’d love to chat!
Job Description
- Assists members with opening and closing accounts, answers questions about products and services, and works to resolve problems that are within their authority to resolve.
- Corresponds with or interviews loan applicants; prepares necessary documents for approval and processes approved loan documents for disbursement/filing, ensuring they are in compliance with Credit Union policies and legal requirements. Reviews loans for proper insurance on collateral, taking action to insure uninsured collateral.
- Directs and receives members telephone calls.
- Greets members in a welcoming manner and assists them with account and/or credit union information via phone, email, in person, live chat etc.
- Identifies opportunities and cross sells/offers products and services to members.
- Travels between branches and provides coverage during busy times and staff shortages.
- Prepares and/or reviews all loan and account documents for completeness and accuracy. Identifies and takes action to improve the department's operating methods and procedures.
- Demonstrates the Credit Union's Core Values (Service with an EDGE, Solutions, Adaptability, Respect, Accountability).
Requirements
- Three to five years of similar or related experience.
- A high school education or GED.
- Hours are Monday - Friday 8:00AM - 4:30PM.
