What are the responsibilities and job description for the Financial Solutions Officer - Kearney Branch 4-2025 position at Trius Federal Credit Union?
At Trius Federal Credit Union, our mission is to empower individuals and communities, instilling hope through financial stability, opportunity and growth. We are dedicated to delivering service that goes above and beyond what banks offer. We operate as a not-for-profit financial institution where each member actually owns a portion of our credit union! We offer an array of products and services to meet the needs of our members. Anything from share accounts to building their future or loan options to accomplish dreams, we can lend a hand along the way. In addition, we provide the latest conveniences in technology. Members can take care of finances on their own time from virtually anywhere through Online, Mobile, and Text Account Access.
And we couldn't do what we do without each person on our team - they're what makes us strong. Our staff is committed to putting forth the best service to help our members succeed in their financial goals. We invest in our employee's development by providing diverse resources and opportunities tailored to their individual career goals.
We have an immediate opening for a Financial Solutions Officer at our Kearney Branch. Looking for a passionate, solution-driven individual driven to bring hope through financial guidance. Join a progressive credit union that's changing lives and building a brighter financial future-for our members and for you. Bi-lingual candidate a plus.
The Difference starts here - come see what it is all about!!!
Key Responsibilities include:
- Provide exceptional and memorable service to all who walk through our doors while committing to a seamless experience.
- Assist members with opening, closing, servicing, and making changes to all account types.
- Offer members informed guidance on loan products and associated processes.
- Interview members, originate, process and close consumer loans.
- Actively participate in all credit union incentives and cross-selling opportunities and provide referrals.
- While efficiently handling all member inquiries, you will establish and build sincere, long-lasting relationships with members.
- Promote positive and productive working relationships while achieving credit union and branch goals.
- Respond to all member correspondence with educated decisions or direct them to the appropriate channel for assistance.
- Keep the manager informed of activities and significant problems so they can best support you.
- Maintain knowledge of, follow, and adhere to all state and federal rules, regulations, policies, and procedures including BSA, Patriot Act, and OFAC requirements, including verifying member identity.
- Maintain strong credit union product and service knowledge while supporting and adhering to Trius's standards and accountability.
Skills include:
- Dedicated, self-motivated, reliable person with a passion and skill for providing excellent member service.
- Detail-oriented, ability to work independently in a team environment and thrive in a fast-paced setting.
- Empathetic and non-judgmental decision making
- Ability to communicate with a sales and service perspective and speak with financial fluency.
- Adaptable to change.
- Proactive problem solving and solution focused attitude.
Key Benefits Include:
- Competitive Pay
- Generous Benefit package including health, vision, dental, STD/LTD and Life insurance
- PTO/Holiday Pay
- 401(k) plan with generous match
- Longevity Benefits
- Membership Benefits
- Excellent training program
- Energetic, fun and rewarding team atmosphere
We are an Equal Opportunity Employer
We consider applications for all positions without regard to race, color, religion, creed, gender, age, national origin, disability, which can be reasonably accommodated without undue hardship, veteran status, or another other legally protected classification.
We consider applications for all positions without regard to race, color, religion, creed, gender, age, national origin, disability, which can be reasonably accommodated without undue hardship, veteran status, or another other legally protected classification.
