Financial Services Officer

ADP, Inc.; Hammond (LA); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, vision, life, STD, &L

401k/Roth plan with employer match

12 paid holidays per year

Birthday off

Growth opportunities

Job summary

Baton Rouge Telco FCU in Hammond, LA is seeking a Financial Services Officer to assist members with accounts, loans, and product recommendations. You will greet members, answer questions, and help resolve issues while ensuring compliance with Credit Union policies.

This full-time role offers a supportive work environment. The position requires 3–5 years of relevant experience and a high school diploma or GED, with hours Monday to Friday 8:00 AM–4:30 PM.

Qualifications

• Three to five years of similar or related experience.
• A high school education or GED.
• Hours are Monday - Friday 8:00AM - 4:30PM.

Responsibilities

• Assist members with opening and closing accounts and answer questions about products and services.
• Interview loan applicants and prepare documents for approval; process loan documents for disbursement and filing.
• Review loans for proper insurance on collateral and take action to insure uninsured collateral.
• Cross-sell and offer products and services to members.
• Greet members and assist with account and/or credit union information via phone, email, in person, or live chat.

Skills

Customer service

Education

High School Diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Hammond, LA, US

2 days ago Requisition ID: 1060

Are you a member-focused individual with a passion for helping others and dedicated to helping people find a product for them? We’re currently searching for a Financial Services Officer to join our team at our Hammond branch. If this sounds like you, we'd love to chat!

Job Description

• Assists members with opening and closing accounts, answers questions about products and services, and works to resolve problems that are within their authority to resolve.
• Corresponds with or interviews loan applicants; prepares necessary documents for approval and processes approved loan documents for disbursement/filing, ensuring they are in compliance with Credit Union polices and legal requirements. Reviews loans for proper insurance on collateral, taking action to insure uninsured collateral.
• Identifies opportunities and cross-sells/offers products and services to members.
• Greets members in a welcoming manner and assists them with account and/or credit union information via phone, email, in person, live chat etc.
• Prepares and/or reviews all loan and account documents for completeness and accuracy.
• Identifies and takes action to improve the department's operating methods and procedures.
• Directs and receives members telephone calls.
• Demonstrates the Credit Union's Core Values (Service with an EDGE, Solutions, Adaptability, Respect, Accountability).
• Performs other job-related duties required or assigned.

Requirements

• Three to five years of similar or related experience.
• A high school education or GED.
• Hours are Monday - Friday 8:00AM - 4:30PM.

Baton Rouge Telco FCU has been serving members in Southeast Louisiana since 1936, and we have strived to provide our members with exceptional customer service. We pride ourselves on being built for members, by members, so you can enjoy lower fees and the best rates. This position is a full-time position with no Saturdays required, offering an amazing benefits package and a fun work environment.

A peek at our benefits:

• Outstanding benefits: Enjoy comprehensive medical, dental, vision, life, STD, and LTD insurance, PLUS a 401k/Roth plan with an employer match.
• Generous paid time off: Celebrate 12 paid holidays each year, and as a special perk, you get your birthday off!
• Growth opportunities: We’re committed to helping you grow your career in the banking industry.

Equal Opportunity Employer:

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Join us and be part of a team that’s dedicated to making a difference in our members’ lives – and yours!