Demo

Financial Services Officer

Baton Rouge Telco FCU
Baton Rouge, LA Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/16/2025

Job Description

Job Description

We are currently seeking a Financial Services Officer for our Airline branch. 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 polices and legal requirements. Reviews loans for proper insurance on collateral, taking action to insure uninsured collateral.
  • Identifies opportunities and cross-sells / offers products and services to members.
  • Greets members in a welcoming manner and assists them with account and / or credit union information via phone, email, in person, live chat etc.
  • 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.
  • Directs and receives members telephone calls.
  • Demonstrates the Credit Union's Core Values (Service with an EDGE, Solutions, Adaptability, Respect, Accountability).
  • Performs other job related duties required or assigned.

Requirements

  • Three to five years of similar or related experience.
  • A high school education or GED.
  • Hours are 8AM – 4 : 30PM Monday – Friday.
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