Member Financial Services Advisor (Loans & Accounts)

ORNL Federal Credit Union; Knoxville (TN); On-site; USD 36,000 - 48,000; Full time

Job summary

ORNL Federal Credit Union is seeking a Financial Service Officer (FSO) to deliver exceptional member service and provide comprehensive financial solutions. The role involves assisting with deposit accounts, loans, IRAs, certificates, and fraud prevention while upholding policies and security.

Essential duties include guiding member conversations, processing transactions, and contributing to branch goals through sales and service excellence.

Qualifications

• Minimum 1 year of customer service and/or sales experience is required.
• Minimum 1 year of lending experience is preferred.
• Minimum 1 year of financial services experience is preferred.

Responsibilities

• Provides high-level professional, courteous service while building member relationships.
• Guides members through consumer loan applications and lending requirements.
• Assists members with teller transactions and maintains accuracy in documentation.
• Ensures compliance with policies and protects member privacy and security.
• Supports branch goals through sales, service, and community involvement.

Skills

Customer service

Sales

Lending

Financial services

Communication

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

ORNL Federal Credit Union is seeking a Financial Service Officer (FSO) to deliver exceptional member service and provide comprehensive financial solutions. The role involves assisting with deposit accounts, loans, IRAs, certificates, and fraud prevention while upholding policies and security.

Essential duties include guiding member conversations, processing transactions, and contributing to branch goals through sales and service excellence.