Financial Services Officer - Ada County Area
- Full-Time
- Boise, ID
- Idaho Central Credit Union
- Posted 3 years ago – Accepting applications
Job Description
Overview:
As a Financial Services Officer you are responsible for interviewing and qualifying members for loans of all types within the requirements of the loan policies established by the Credit Union. You will assist members and businesses with opening new accounts, as well as promote and cross sell Credit Union Services. You are also expected to ensure member satisfaction through courteous, accurate, and efficient service.Responsibilities:
Qualifications: Bachelors degree or equivalent experience. Must possess strong interpersonal skills, have the ability to determine member needs and promote Credit Union services, ensure accuracy in all areas of work, possess excellent verbal and written communication skills and have the ability to maintain the confidentiality of Credit Union records. If you believe you are the right fit for this position, apply now!
Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by Idaho Central Credit Union. Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, etc.) Sit and/or stand for extended periods of time. Lift 20-40 pounds of office supplies (copy paper, computer paper, mail, etc). Repetitive motion using wrists, hands, and fingers. Reach keyboards. Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc).
(Keywords: Loan, Lending, Banking, Finance)
Must be eligible for membership at Idaho Central Credit Union to obtain employment. EOE/Minorities/Females/Vet/Disability
Idaho Central Credit Union is a dynamic financial institution that is focused on helping our members achieve financial success. Established in 1940 we have become the largest and fastest growing financial institution in the state of Idaho. ICCU was voted for large companies the Best Place to work in Idaho. We have also been named by S&P Global Market Intelligence as the top performing credit union in the nation. We are a talent based organization looking for talented individuals to help our members achieve financial success.
Apply to this Job
- Do you spontaneously enjoy helping others?
- Do you have an upbeat, positive attitude?
- Are you an effective listener that can comprehend the needs of your customers?
- Do you have a passion for sales, knowing that you are adding value to customers financial portfolios?
As a Financial Services Officer you are responsible for interviewing and qualifying members for loans of all types within the requirements of the loan policies established by the Credit Union. You will assist members and businesses with opening new accounts, as well as promote and cross sell Credit Union Services. You are also expected to ensure member satisfaction through courteous, accurate, and efficient service.Responsibilities:
Interview and review loan applicants, and make sound and effective decisions.- Process and disburse loans.
- Interview and review mortgage applicants and manage all communication during the mortgage process.
- Gather needed verification documents from members and real estate partners.
- Open new accounts, certificates, IRA’s. Pull credit reports and analyze eligibility for checking accounts and any/all applicable cross-sell opportunities.
- Open business accounts. Pull credit reports and analyze eligibility for various business accounts and address any/all applicable cross-sell opportunities.
- Maintain in-depth product knowledge on all deposit account products, loan products, mortgage products, and business products.
- Research and make appropriate corrections for members with account problems.
- Handle deceased account until the account is closed or owner roles are changed.
- Handle direct deposit and payroll setup and problems.
- Notarize documents as determined by branch requirements.
- Cross sell Credit Union products and services, and maintain acceptable levels of Game of Work Sales goals and insurance penetration.
- Close Member Contact Center and Member Relationship Agent loans.
- Handles forgery claims, levies, and garnishments.
- Continuous focus on meeting all Net Promoter Score goals and Eagle Service standards.
- Keep your manager informed of member needs or desires in regard to products, services, suggestions, and/or escalations.
- Work weekly and monthly bad data reports with an emphasis on accuracy first.
- Back up the teller line, as necessary.
- Other duties as assigned.
Qualifications: Bachelors degree or equivalent experience. Must possess strong interpersonal skills, have the ability to determine member needs and promote Credit Union services, ensure accuracy in all areas of work, possess excellent verbal and written communication skills and have the ability to maintain the confidentiality of Credit Union records. If you believe you are the right fit for this position, apply now!
Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by Idaho Central Credit Union. Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, etc.) Sit and/or stand for extended periods of time. Lift 20-40 pounds of office supplies (copy paper, computer paper, mail, etc). Repetitive motion using wrists, hands, and fingers. Reach keyboards. Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc).
(Keywords: Loan, Lending, Banking, Finance)
Must be eligible for membership at Idaho Central Credit Union to obtain employment. EOE/Minorities/Females/Vet/Disability
Idaho Central Credit Union is a dynamic financial institution that is focused on helping our members achieve financial success. Established in 1940 we have become the largest and fastest growing financial institution in the state of Idaho. ICCU was voted for large companies the Best Place to work in Idaho. We have also been named by S&P Global Market Intelligence as the top performing credit union in the nation. We are a talent based organization looking for talented individuals to help our members achieve financial success.