Financial Services Officer

Multipli Federal Credit Union; Springfield (MO); On-site; USD 48,000 - 72,000; Full time

Job summary

Multipli Federal Credit Union in Springfield, MO is seeking a full-time professional to promote a positive service relationship with members and identify loan products and account services that best fit their needs.

The role includes underwriting loans, opening new accounts including CDs and IRAs, and cross-selling additional products to enhance member engagement.

Qualifications

• Three to five years of similar or related experience.
• High school education or GED.
• Strong communication skills and discretion with confidential information.
• Ability to operate a 10-key calculator and computer keyboard.

Responsibilities

• Takes member loan applications and underwrites according to policy; follows up and processes disbursements.
• Opens new accounts, CDs, IRAs; explains services to members to generate business.
• Resolves account-related questions for members and nonmembers.
• Ensures branch activities comply with policies; assists with ITM and Vault balancing.
• Performs other duties as assigned.

Skills

Loan underwriting

Customer service

Cross-selling

Communication

Diplomacy

Education

High school diploma or GED

Tools

10-key calculator

Job description

Job Details

Job Location: 1850 S BLACKMAN RD - SPRINGFIELD, MO 65809

Position Type: Full Time

Salary Range: $23.00 - $34.50 Hourly

Job Category: Finance

Role:

To promote a positive service relationship and improve account engagement with members and nonmembers by identifying loan products and account services that best fits their needs.

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 well being.
• 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.

Qualifications Knowledge 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.

Work Environment

No hazardous or significantly unpleasant conditions (such as in a typical office). Position is not eligible to work remotely.