Personal Financial Officer- West Allis

Landmark Credit Union; West Allis (WI); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated individual to join their team in West Allis. This role emphasizes exceptional customer service and sales abilities, as you will assist members with their financial needs and guide them through the loan process. You’ll be part of a collaborative environment where your contributions are valued, and you can grow your career. If you have a passion for helping others and possess strong communication skills, this opportunity is perfect for you. Join a company that prioritizes its members and employees alike, and make a positive impact in your community.

Qualifications

• Minimum two years of customer service or sales experience in a financial institution.
• Excellent verbal and written communication skills.

Responsibilities

• Assist members with financial needs and provide exceptional service.
• Open deposit product accounts and process loan applications.

Skills

Customer Service

Sales Experience

Communication Skills

Problem Solving

Organizational Skills

Education

High School Diploma

Job description

9515 W National Ave, West Allis, WI 53227, USA

Job Description

Posted Tuesday, May 6, 2025 at 5:00 AM

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

Bilingual English/Spanish speaking candidates preferred.

Branch Hours
Monday - Thursday: 9AM - 5PM
Friday: 9AM - 6PM
Saturday: 9AM - 1PM
Sunday: Closed

NATURE AND SCOPE

This position reports to the Branch Manager or Assistant Branch Manager. Responsible for assisting members with their financial needs while providing exceptional member service. Accepts and inputs loan applications; and assists members in completing the loan process and helping to obtain the required documentation. Opens deposit product accounts and takes applications for all non-real estate credit products. Supports the overall functions of the branch.

REQUIREMENTS

1. High School Diploma or equivalent with a minimum of two years of customer service or sales experience preferably within a financial institution. A combination of education and experience will also be considered.
2. Prior teller or lending experience preferred.
3. Demonstrated ability to understand and explain credit bureau reports, liaise with members in satisfying loan stipulations, schedule closings and process loan documents.
4. Demonstrated ability in understanding and recommending appropriate deposit and loan products based on member need.
5. Demonstrated ability in providing excellent customer service.
6. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
7. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
8. Must have or be able to attain National Mortgage Licensing System registration (NMLS#).
9. Must have a thorough understanding of company policies and procedures as they relate to this position.

10. Must understand and comply with all job-related state and federal laws and regulations.

PRINCIPAL ACCOUNTABILITIES

1. Works loan pipelines, understands loan documentation and follows through to obtain all required documentation from members.
2. Provides solutions to members regarding financial products and services. Opens savings products, IRA/HSA products, and service requests.
3. Cross sells accounts and loans, including making referrals to Landmark Investment Center.
4. Consistently sells GAP and Payment Protection to members.
5. Provides required disclosures to applicants.
6. Resolves member issues/problems and competently responds to member inquiries.
7. Educates members as to the use of available automated systems in order and sets them up for these services.

8. May be required to attend training at headquarters or an off-site location.
9. Performs other duties as assigned.

9515 W National Ave, West Allis, WI 53227, USA