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1 Personal Financial Officer I (Universal Teller) - Baton Rouge – F/T, non-exempt Job in Baton Rouge, LA

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Personal Financial Officer I (Universal Teller) - Baton Rouge – F/T, non-exempt
$30k-36k (estimate)
Full Time 10 Months Ago
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EFCU Financial Federal Credit Union is Hiring a Personal Financial Officer I (Universal Teller) - Baton Rouge – F/T, non-exempt Near Baton Rouge, LA

A three-time nominee and a three-time winner as a "Best Places to Work" in the Greater Baton Rouge Area, EFCU Financial is more than just a different place to work. It's so much fun here that even our logo smiles!

The EFCU Financial difference!

EFCU Financial is consistently ranked #1 in Louisiana for Member Value by Callahan & Associates, a national organization dedicated to credit union research and analytics. This means credit union members cannot find a better value at any of the other credit union in the entire state than at EFCU Financial.

At the end of 2022, EFCU Financial was once again a Top 100 performing credit union in the U.S. as ranked by S&P Global Market Intelligence. Also, based on 11 key performance indicators compiled the National Credit Union Administration (NCUA), EFCU Financial is also the overall best performing credit union in Louisiana. In addition, Bauer Financial, an independent rating service, has given EFCU Financial is highest rating of five stars based on data provided to federal regulators.

Looking for difference makers!

EFCU Financial is a credit union dedicated to making a difference in the communities we serve, and we are looking for team members wanting to help us make the Greater Baton Rouge Area a better place.

Our members rely on us to provide the financial services they need, and they expect nothing less than an amazing experience – and we deliver it. The difference between EFCU Financial and other credit unions and banks is our team of trained professionals.

If being a little (or a lot) different from the competition is something you aspire, apply to join us!

We provide the benefits you expect…and some different ones you’ll love!

  • Incentive plans
  • Medical, dental and vision
  • PTO and paid holidays
  • Tuition reimbursement
  • Employee development plan
  • Wellness program
  • Short-term and long-term disability
  • Life insurance
  • 401(k) plan
  • Cafeteria benefits plan - including Health Reimbursement Account (HRA) and Flexible Spending Account (FSA)
  • Team member loan discount
  • Employee referral incentive program
  • Service awards
  • Champions Club
  • Opportunities for community involvement

If you are ready to be a difference maker for our members and the communities we serve AND you are ready to experience the difference of a great place to work, join our team!

Personal Financial Officer I (Universal Teller) - Baton Rouge – F/T, non-exempt

Serves as liaison between the member and the Credit Union. Responsible for processing member transactions and maintaining a cash drawer, providing account information, opening new accounts, and processing loan applications. Provides limited transactions to Credit Union Cooperative Branch (CUCB) guest members in a prompt and accurate manner. Attends to all telephone, online and walk-in inquiries from members. Responsible for preparing loan applications and other documentation necessary for completing loan files, funding approved loans, completing adverse action letters, and maintaining Lending Department files. Responsible for assisting members in a professional and courteous manner with any and all questions or problems.

Critical Knowledge, Skills, and Educational Requirements:

  • High School Diploma or equivalent.
  • A minimum of 1 year of related experience in lending and/or member services with full-service financial institution and/or training; or equivalent combination of education.
  • Good understanding of member services, loan services, polices, and procedures and products provided.
  • Understanding of member bookkeeping procedures, of related legal and regulatory standards, and required loan documentation.
  • Understanding of related legal and regulatory standards and required loan documentation.
  • Knowledge of consumer and residential lending practices, and credit union products and services with a thorough understanding of Real Estate Lending.
  • Interpersonal skills including trust, diplomacy, courtesy, and tactfulness in working with others.
  • Excellent interview skills, written and verbal communication skills, and public relations skills.
  • Effective decision-making skills, analytical skills, and attention to detail.
  • Ability to maintain confidential information.
  • Skilled in multi-tasking.
  • Professional appearance and attitude
  • Experience with Microsoft Office software.
  • Must be dependable and reliable.
  • Must pass all credit and bond requirements.
  • Knowledge of Credit Union products and services is a plus.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Normal office environment where there is little discomfort or exposure to hazards due to temperature, dust, noise, etc.
  • While performing the duties of this position, the employee is regularly required to walk; use hands and fingers, reach with hands and arms.
  • The employee consistently is required to stand and sit, view computer screen, talk and hear, and lift/move up to 25 pounds.

Excellent benefits, compensation commensurate with experience.

To apply, email your resume to hr@efcufinancial.org and include the position title in the subject line.

Job Summary

JOB TYPE

Full Time

SALARY

$30k-36k (estimate)

POST DATE

07/22/2023

EXPIRATION DATE

05/05/2024

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