Financial Services Officer I — Day-One Benefits

Logix Federal Credit Union; Los Angeles (CA); On-site; USD 28,929 - 31,684; Full time

Benefits offered by this job

Day One Employee Benefits

Auto Discounts

Mortgage Discounts

Tuition Reimbursement

401K Company Match

Job summary

Logix Federal Credit Union in Woodland Hills is seeking a Financial Services Officer I to help members identify their financial needs and match them with the Credit Union's depository and loan products. The role emphasizes sales excellence, service quality, and regulatory compliance within a full-time schedule.

The position requires a Bachelor's degree, 1 year of experience (3 years preferred), and active engagement in branch operations, with opportunities for incentives and benefits.

Qualifications

• Bachelor's degree in a related field or business emphasis is preferred.
• Minimum of 1 year of experience; 3 years preferred in financial services.

Responsibilities

• Develops member relationships by selling financial products and services.
• Assist members in selecting depository and loan products to meet needs.
• Supports branch sales goals through personal selling of offerings.
• Process member transactions accurately and timely, including new accounts and loans.

Education

Bachelor's Degree

Tools

Symitar Data System

Microsoft Office

Job description

Logix Federal Credit Union in Woodland Hills is seeking a Financial Services Officer I to help members identify their financial needs and match them with the Credit Union's depository and loan products. The role emphasizes sales excellence, service quality, and regulatory compliance within a full-time schedule.

The position requires a Bachelor's degree, 1 year of experience (3 years preferred), and active engagement in branch operations, with opportunities for incentives and benefits.