Member Financial Solutions Advisor

Landmark Credit Union; Bayside (WI); On-site; USD 42,000 - 58,000; Full time

Job summary

Landmark Credit Union in Bayside, WI seeks a Personal Financial Officer to assist members with a broad range of financial needs, originate consumer loans, and guide them through the application and closing process.

You will open deposit relationships, process home equity loan applications, and ensure all disclosures are completed accurately.

This 40‑hour per week role requires weekday shifts and every other Saturday; bilingual skills are preferred and prior teller or lending experience is helpful.

Qualifications

• High School Diploma or equivalent with a minimum of two years of customer service or sales experience; a financial background is preferred.
• Prior teller or lending experience is preferred.
• Ability to understand and explain credit bureau reports, and to liaise with members to satisfy loan stipulations and close loans.
• Ability to recommend appropriate deposit and loan products based on member need.
• Excellent customer service and strong verbal/written communication skills.
• Demonstrated problem solving, organization, and ability to work independently with discretion and confidentiality.
• Must have or be able to obtain NMLS registration; knowledge of company policies and regulations is required.
• Experience in a financial institution and adherence to regulatory requirements is preferred.

Responsibilities

• Manage loan pipelines and obtain required documentation from members.
• Provide solutions regarding financial products and services; open accounts and deposits; process service requests.
• Cross-sell accounts and loans, including referrals to Landmark Investment Center.
• Promote GAP and Payment Protection to members as appropriate.
• Disclose required information to loan applicants and ensure timely processing.
• Resolve member issues and inquiries; educate members on available automated systems and services.

Skills

Customer service

Sales experience

Communication skills

Problem solving

Organizational skills

Independent work

Confidentiality

NMLS registration

Education

High School Diploma or equivalent

Job description

Landmark Credit Union in Bayside, WI seeks a Personal Financial Officer to assist members with a broad range of financial needs, originate consumer loans, and guide them through the application and closing process.

You will open deposit relationships, process home equity loan applications, and ensure all disclosures are completed accurately.

This 40‑hour per week role requires weekday shifts and every other Saturday; bilingual skills are preferred and prior teller or lending experience is helpful.