FINANCIAL SERVICES OFFICER

Multipli Federal Credit Union; Columbia Township (MO); On-site; USD 31,519 - 47,279; Full time

Job summary

Multipli Federal Credit Union in Columbia Township, MO is looking for a full-time position in finance focused on member loan applications and account management.

The ideal candidate should have 3-5 years of related experience and a high school education or GED. This role promotes favorable relations with members and requires strong communication skills, with no remote work options.

Qualifications

• 3-5 years of similar or related experience in finance.
• Strong communication skills and ability to provide conflict resolution.
• Proficient in operating a 10-key calculator and computer keyboard.

Responsibilities

• Take member loan applications and underwrite according to policy.
• Open new accounts and explain services to generate business.
• Resolve account-related questions and ensure compliance with policies.

Skills

Communication skills

Interpersonal skills

Analytical skills

Education

High school education or GED

Job description

Job Details

Location: 111 EAST BROADWAY - COLUMBIA, MO65203
Position Type: Full Time
Salary Range: $22.88 - $34.32 Hourly
Job Category: Finance
Role:

Essential Functions & Responsibilities

• Takes member loan applications and underwrites according to loan policy and procedure. Follow up with member applications and inquiries. Process the approved loans and set up date to close the loan and make disbursements.
• Opens new accounts, CDs, IRAs and other credit union products. Explains services to current and potential members to generate additional business and to promote positive public relations. Analyzes potential opportunities to promote additional products and financial services.
• Resolves account‑related questions and concerns with members and nonmembers.
• Evaluates all branch activities to ensure they are in compliance with established Credit Union policies, procedures, and objectives; recommends changes to manager. May assist with ITM and Vault Replenishments and Balancing.
• Performs other job‑related duties as assigned.

Performance Measurements

• Identify opportunities to cross‑sell products and services for the betterment of members and nonmembers financial wellbeing.
• Maintain a working knowledge of the credit union's standards and governmental regulations.
• Provide informed, professional and accurate service and support to all members and nonmembers.
• Keep management informed regarding key operating issues affecting the branch.
• Contribute to the department production goals for loans, loan products, accounts, and account products.

QualificationsKnowledge and Skills

• Experience: Three years to five years of similar or related experience.
• Education: A high school education or GED.
• Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first‑level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Other Skills: Must have good communication skills. Able to operate a 10‑key calculator and computer keyboard.
• Physical Requirements:
• Work Environment: No hazardous or significantly unpleasant conditions (such as in a typical office). Position is not eligible to work remotely.