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Job Function:
Responsible for performing a broad variety of member services such as opening and
closing accounts, renewing certificate accounts, assisting members with account research to resolve discrepancies, and cross-selling ancillary deposit products and services such as debit cards, digital banking services, and identity theft products. Receives, reviews, interviews and processes applications for consumer, home equity and credit card loans and lines of credit. Gathers background information and analyzes loan applicants’ credit histories. Prequalifies applicants based on loan policy requirements. Submits applications to underwriting for approval, denial or counter-offer. Cross-sells ancillary loan products such as credit insurance, GAP and Extended Warranty policies. The Financial Services Officer will embrace and promote the Credit Union of Atlanta’s culture and Thrilling Thirty behaviors to ensure that our members receive the “Total Member Experience” at all times.
Duties and Responsibilities:
Qualifications:
Abilities: Strong sales and service skills. “Can-do” attitude. Excellent telephone skills. Effective written and oral communication skills. Positive, pleasant telephone voice. Fast efficient work habits. PC and math skills. Willing to learn new tasks, and accept changes and new responsibilities.
Knowledge/Education:
High school diploma or equivalent. Knowledge of CUA products, services, policies, and procedures. Knowledge of CUA loan products, policies and procedures.
Experience: At least 1-year of teller or customer service-related experience. Prior Member Service and banking experience or training
preferred.
OTHER:
Job Type: Full-time
Pay: $30,485.03 - $70,433.58 per year
Benefits:
Experience level:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
$76k-97k (estimate)
04/16/2024
04/22/2024
The job skills required for Financial Services Officer include Products and Services, Customer Service, Financial Services, Problem Solving, Underwriting, Cross-Selling, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Officer. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Officer. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Officer positions, which can be used as a reference in future career path planning. As a Financial Services Officer, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Officer. You can explore the career advancement for a Financial Services Officer below and select your interested title to get hiring information.