What are the responsibilities and job description for the Financial Services Officer position at Baton Rouge Telco FCU?
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