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.

Responsibilities

• Create lifelong relationships with members and potential members, helping them navigate consumer lending, everyday banking, and the full range of FCCU solutions.
• Originate consumer loans, respond to spoken and unspoken member needs, and continually strengthen their financial path through proactive recommendations and expert guidance.
• 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.
• Expand your financial knowledge, your sales confidence, and your ability to serve members at a higher level.
• Interview loan applicants, explain options and terms, approve or deny loans within guidelines, and ensure every file is complete and accurate.
• Support loan servicing functions, balance transactions, promote self-service tools, and help members navigate every part of their financial journey with confidence and clarity.

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

Education & Experience

• 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