Personal Financial Officer, Bilingual
About the role
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
Schedule
This 40 hr/week position requires working weekdays and every other Saturday. Branch hours: Monday through Thursday, 8:30 AM to 5:30 PM; Friday, 8:30 AM to 6 PM; Saturday, 9 AM to 1 PM.
Responsibilities
- Reports to the Branch Manager or Assistant Branch Manager and assists members with a broad range of financial needs.
- Acts as a trusted resource to members by identifying appropriate deposit and lending solutions, originating consumer loans, and supporting members through the application and closing process.
- Opens and maintains deposit relationships, processes home equity loan applications, and ensures all required documentation and disclosures are completed accurately and timely.
- Contributes to overall branch performance by building member relationships, identifying sales opportunities, and supporting day-to-day branch operations.
- Works loan pipelines, understands loan documentation and follows through to obtain all required documentation from members.
- Provides solutions to members regarding financial products and services.
- Opens savings products, IRA/HSA products, and service requests.
- Cross sells accounts and loans, including making referrals to Landmark Investment Center.
- Consistently sells GAP and Payment Protection to members.
- Provides required disclosures to applicants.
- Resolves member issues/problems and competently responds to member inquiries.