Financial Services Officer

Ultimate Staffing Services; San Diego (CA); Presencial; USD 52.000 - 78.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Dental

Vision

401k

Descripción de la vacante

Ultimate Staffing Services is seeking an experienced Financial Services Officer to join a Credit Union client in San Diego. The role focuses on delivering deposits, loans, wealth management and insurance solutions to consumer and business members, with outside sales and business development.

You will build relationships, conduct financial assessments, process loan applications, open accounts, and provide notary services, while complying with regulatory requirements.

Formación

• High school diploma required.
• 3+ years of banking lending experience.
• Proficiency in Symitar and Microsoft Office.
• NMLS certification.
• Ability to pass background and credit checks.

Responsabilidades

• Conduct outside sales and business development with small business prospects.
• Participate in community events to grow the credit union's presence.
• Serve as the primary contact for members seeking deposits, loans, wealth management, and insurance solutions.
• Perform financial assessments and loan interviews; recommend suitable products.
• Process loan applications in line with policy and required documentation.
• Open new accounts and memberships per policy and regulatory guidelines.
• Provide notary services as needed.
• Act as Manager on Duty in the absence of the Branch Manager.
• Ensure compliance with laws and security/regulatory guidelines.

Conocimientos

Outside sales

Business development

Customer service

Educación

High school diploma

NMLS certification

Herramientas

Symitar

Microsoft Office

Descripción del empleo

Position Overview

Ultimate Staffing Services is actively seeking an experienced Financial Services Officer to join their Credit Union client's team in San Diego. This role focuses on providing comprehensive financial services to both consumer and business members, including deposits, loans, wealth management, and insurance solutions. The ideal candidate will engage in outside sales and business development to enhance the branches growth objectives while adhering to regulatory compliance.

Responsibilities

• Conduct outside sales and business development targeting small business prospects.
• Participate in community events to leverage credit union identity and achieve business growth objectives.
• Act as the primary contact for new and existing consumer and business members seeking deposit, loan, wealth management, and insurance/protection product solutions offered by the credit union.
• Conduct thorough financial assessments and loan interviews and recommend best product solutions for members.
• Process loan applications within credit union policies and procedures, ensuring loans are supported with required documentation and in compliance with regulatory requirements.
• Open new accounts and memberships within credit union policies and procedures, ensuring the accounts are within applicable regulatory compliance guidelines.
• Perform notary services, as needed.
• Serve as the Manager on Duty in the absence of the Branch Manager.
• Comply with all applicable laws, regulations, policies, and procedures. Adhere to all security procedures and regulatory guidelines for Regulation CC, the Bank Secrecy Act, OFAC, and USA Patriot Act/Customer Identification Act (CIP).
• Maintain confidentiality of current, past, and potential members and their personal and financial information.
• Perform other assignments that may require the employee's expertise and/or knowledge to facilitate the completion of a task or project.

Qualifications

• High school diploma required
• 3+ years of banking lending experience
• Symitar and Microsoft Office Proficiency
• NMLS certification
• Ability to pass a background and credit check

Required Work Hours

• Monday to Friday: 8:45-5:15pm
• Saturday (every other Saturday) 8:30am-2:30pm

Benefits

• Medical, Dental, Vision, 401k

Additional Details

Salary Range: $25.10 - $37.65 per hour (plus commission)

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.

We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.