Branch Loan Officer

Vermont Federal Credit Union; South Burlington (VT); On-site; USD 42,000 - 65,000; Full time

Job summary

Vermont Federal Credit Union is seeking a Branch Loan Officer in South Burlington, VT. You will help members with financial services using a consultative approach to identify suitable products while ensuring accurate transaction handling and privacy.

The role emphasizes fraud prevention, relationship growth, and guiding teller teams to engage members about products, while maintaining accuracy and confidentiality in every interaction.

Qualifications

• Three to five years of similar or related experience.
• High school education or GED.
• Strong interpersonal skills, confidentiality, and discretion requiring diplomacy and tact in communication.

Responsibilities

• Assist members with financial services through a consultative approach to determine value-added products.
• Ensure accuracy in handling member transactions and balance cash and accounts.
• Identify and prevent fraud using tools and judgment on transactions.
• Leverage profiling to identify relationship growth opportunities.
• Provide guidance to tellers on engaging conversations about products and services.
• Process work timely to avoid deletions and member issues and maintain privacy.
• Deliver an optimal member experience consistently.

Skills

Customer service

Financial services

Consultative selling

Education

High school diploma or GED

Job description

Vermont Federal Credit Union values each individual and their unique abilities and strengths to help form the foundation of Vermont Federal's culture. Our employees are at the core of Vermont Federal, and we strive to make that a priority every day. As an organization, our stated Purpose is to help Vermonters prosper, no matter where they may be on life’s journey. Every employee at Vermont Federal Credit Union contributes in their own way to achieve this goal and is set up for success in a fun, supportive, and collaborative environment. We are looking for friendly, self-motivated individuals who enjoy helping people, have strong communication skills, are detail-oriented, and enjoy working as part of a team. If you are interested in a career in the financial service industry and want to make a difference in your community, we want you to be part of our team. Please visit our website for full details of our very competitive benefits program.

Branch Loan Officer - South Burlington, VT:

Vermont Federal Credit Union is recruiting for a Branch Loan Officer out of our South Burlington Location.

Job Description:

• Be responsible for assisting members with financial services through a consultative approach to determine the most value-added products and/or services to meet individual member needs.
• Ensure accuracy in handling member transactions to balance cash, open accounts, credit accounts and originate loan applications and documents appropriately and to maintain customer privacy at all times.
• Ensure fraud detection and prevention through applying tools and judgment/knowledge of unusual transactions, identification, etc.
• Utilize strong profiling skills to identify relationship growth opportunities to assist our members in reaching their financial goals.
• Provide guidance to teller teams on how to have engaging conversations with members on products and services.
• Scan work in a timely/correct manner to avoid undue deletions and member issues.
• Maintain knowledge and follow procedures for accuracy to minimize errors/losses and to make good decisions with Account opening/transactions. Escalate issues when appropriate.
• Consistently deliver an optimal member experience

Requirements:

• Three years to five years of similar or related experience.
• A high school education or GED.
• Strong interpersonal skills, confidentiality, and discretion requiring diplomacy and tact in communication.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Vermont Federal Credit Union we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.