Financial Services Officer I - Loans & Member Growth

Logix Federal Credit Union; Woodland (CA); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Day One Benefits

Auto Discounts

Mortgage Discounts

Tuition Reimbursement

401K Match

Unlimited Incentives

Job summary

Logix Federal Credit Union in Woodland, CA seeks a Financial Services Officer I to identify member financial needs and guide them to appropriate depository and loan products. You will support branch sales goals and provide budgeting advice while ensuring compliance with credit union policies and regulations.

The role emphasizes strong customer service, accurate documentation, and participation in sales campaigns, with opportunities for growth within a collaborative team.

Qualifications

• Bachelor’s degree in business or related field preferred.
• Experience in retail financial services or lending is a plus.
• Knowledge of depository and loan products and related regulations.

Responsibilities

• Develop member relationships by providing high-quality sales and service to members.
• Sell and explain all offered financial products including savings, loans, and mortgage options.
• Assist with mortgage loan applications and real estate transactions.
• Ensure compliance with laws and credit union policies in all activities.

Skills

Sales and service

Financial products knowledge

Customer relationship management

Budget counseling

Education

Bachelor’s Degree in business or related field

Tools

Microsoft Office

Symitar

Job description

Logix Federal Credit Union in Woodland, CA seeks a Financial Services Officer I to identify member financial needs and guide them to appropriate depository and loan products. You will support branch sales goals and provide budgeting advice while ensuring compliance with credit union policies and regulations.

The role emphasizes strong customer service, accurate documentation, and participation in sales campaigns, with opportunities for growth within a collaborative team.