Financial Services Officer

What You'll Do

• Build and maintain strong relationships with members through personalized service and financial guidance.
• Deliver exceptional member experiences through in-person, phone, and digital interactions.
• Educate members on products, services, and financial solutions that support their goals.
• Resolve member concerns professionally and efficiently.
• Interview members and evaluate consumer loan applications.
• Process consumer loans from application through funding.
• Analyze credit information and recommend appropriate lending solutions.
• Ensure lending decisions and documentation comply with established policies and regulations.
• Aid members throughout the lending process while providing exceptional service and communication.
• Open and maintain member accounts, including checking, savings, certificates, and related products.
• Aid members with digital banking, electronic services, and account access.
• Identify opportunities to recommend products and services that enhance members' financial well-being.
• Promote the value and benefits of North Star Community Credit Union membership.
• Maintain accurate records and documentation.
• Adhere to all credit union policies, procedures, and regulatory requirements.
• Protect member confidentiality and sensitive information.
• Support branch operations and assist with special projects as needed.

What We're Looking For

• A high school diploma or equivalent.
• One year of customer service, sales, lending, banking, financial services, or related experience.
• Strong communication and interpersonal skills.
• The ability to build trust and establish meaningful relationships.
• A strong attention to detail and organizational skills.
• The ability to maintain confidentiality and professionalism.
• Proficiency with computers and business software applications.

Preferred Qualifications

• Consumer lending experience.
• Banking or credit union experience.
• Experience opening new accounts and recommending financial products.
• Knowledge of consumer lending regulations and compliance requirements.
• Demonstrated success in sales, relationship management, or member service roles.

What Makes You Successful

• Passionate about helping people succeed.
• Relationship-focused and member-centered.
• Strong communicators and active listeners.
• Solution-oriented and adaptable.
• Motivated to learn and grow professionally.
• Detail-oriented and committed to accuracy.
• Team players who contribute to a positive workplace culture.

Benefits

• Medical, dental, and vision insurance.
• Employer-sponsored retirement plan.
• Paid time off and paid holidays.
• Employee Assistance Program.
• Professional development and training opportunities.
• Career growth and advancement opportunities.
• Employee wellness resources.

Join Our Team

If you're looking for more than just a job and want the opportunity to build relationships, make a meaningful impact, and grow your career, we encourage you to apply. Join North Star Community Credit Union and help members achieve financial success—one relationship, one solution, and one financial journey at a time.