Financial Services Officer

About the role

This role is more than opening accounts or processing loans; it's your opportunity to help fulfill our vision of Empowering Generations, Transforming Communities. You'll deliver Remarkable Member Service, build meaningful relationships, and become a trusted financial partner who can identify needs and confidently guide members toward smarter financial decisions.

As a Financial Services Officer, you'll create lifelong relationships with members and potential members, helping them navigate consumer lending, everyday banking, and the full range of FCCU solutions. You'll originate consumer loans, respond to spoken and unspoken member needs, and continually strengthen their financial path through proactive recommendations and expert guidance. You'll drive success through service—delivering an exceptional experience, hitting sales and referral goals, and growing your book of business by building relationships both inside and outside the financial center.

You'll expand your financial knowledge, sales confidence, and ability to serve members at a higher level. You'll interview loan applicants, explain options and terms, approve or deny loans within guidelines, and ensure every file is complete and accurate. You'll support loan servicing functions, balance transactions, promote self-service tools, and help members navigate every part of their financial journey with confidence and clarity. Through it all, you'll uphold our vision, mission, values, and service standards—showing up with professionalism, integrity, and a genuine desire to help.

Responsibilities

• Originate consumer loans and respond to member needs with proactive recommendations
• Interview loan applicants, explain options and terms, and approve or deny loans within guidelines
• Ensure loan files are complete and accurate
• Support loan servicing functions and balance transactions
• Promote self-service tools and guide members through their financial journey
• Build and grow a book of business through relationships inside and outside the financial center
• Deliver exceptional member service and meet sales and referral goals
• Uphold the credit union’s vision, mission, values, and service standards

Requirements

• Knowledge of credit union deposit and loan products (including mortgages)
• Strong communication and interpersonal skills
• Consistently positive, courteous member service
• Flexible Monday–Friday schedule

Qualifications

• High school diploma or equivalent
• 1+ year of loan servicing, processing, collections, or Financial Services Rep I experience
• New account experience with cross-selling or 1+ year of loan origination may substitute

Benefits

• Competitive compensation aligned with performance
• Health, dental, and vision insurance
• 401(k) with company match
• Generous PTO and paid holidays
• Employee assistance programs
• Ongoing professional development
• Clear advancement opportunities within a growing organization
• Supportive team environment where your voice matters

About the company

We're a full-service, member-owned credit union with deep roots in the community and a bold vision for the future. Our culture is built on integrity, innovation, and service excellence. At First Commerce, you're not just joining a company—you're joining a cause.