Financial Solutions Officer - FT - Kearney Branch

Overview

The primary function of this position is to build relationships with new and existing members. Provide passionate service to create HOPE for our members on their financial journey.

Role and Responsibilities

• Properly greet and extend a warm welcome to members and nonmembers visiting the branch.
• Provide exceptional and memorable service to all who walk through our doors while committing to a seamless experience.
• Maintain electronic member documents.
• Process member transactions in person, via phone, video, and electronic correspondence.
• Assist members with opening, closing, servicing, and making changes to all account types.
• Maintain a balanced cash drawer.
• Interview members, originate, process, and close consumer loans. For all loan applications, the FSO will adhere to the system for approval, counter, referral, or denial reason. Anything else will be referred to Underwriting.
• Correspond with members during all stages of the loan process.
• Actively participate in all credit union incentives and cross-selling opportunities and provide referrals.
• While efficiently handling all member inquiries, you will establish and build sincere, long-lasting relationships with members.
• Promote positive and productive working relationships while achieving credit union and branch goals.
• Achieve established sales and referral goals for lending and depositing products and services.
• Respond to all member correspondence with educated decisions or direct them to the appropriate channel for assistance.
• Provide financial literacy to members to help them meet short- and long-term financial goals.
• Keep the manager informed of activities and significant problems so they can best support you.
• Maintain knowledge of, follow, and adhere to all state and federal rules, regulations, policies, and procedures including BSA, Patriot Act, and OFAC requirements, including verifying member identity.
• Maintain strong credit union product and service knowledge while supporting and adhering to Trius’s standards and accountability.

Qualifications and Education Requirements

• Bachelor’s degree or High School diploma or equivalent (GED) preferred.
• Follow all credit union security procedures.

Knowledge, Skills and Ability

• Must be a dedicated, self-motivated person with a passion and skill for providing excellent member service.
• Must deliver an enhanced member service while being solution focused.
• Must have the ability to be detail-oriented, work independently in a team environment, and thrive in a fast-paced setting.
• Takes pride in providing effective communication inside and outside our organization.
• Provides empathy with members and team members while actively engaging in non-judgmental decision-making.
• Be an exceptional communicator with adaptability to different verbal or written communication styles.
• Be comfortable communicating with a sales and service perspective and speak with financial fluency.
• Always promote a positive and professional image as the face of our credit union.
• A conversation starter that is proactive in building rapport with our members and exhibits strong team player and collaborative qualities.
• Must have excellent organizational skills, with the ability to multi-task successfully in multiple areas of responsibility.
• Excel in time management and work well under pressure.
• Must be adaptable to change as our industry and organization continue to evolve.
• Must have a proactive attitude with strong problem-solving skills and be solution focused.
• Ability to listen attentively and respond appropriately.
• Ability to make informed decisions and take ownership of them.
• Ability to promote, establish, and maintain strong, positive, and productive working relationships with colleagues and members.
• Enthusiastic, forward-thinking, and an excellent problem solver who can accept constructive criticism.
• Must be tech savvy.

Why Trius?

At Trius, we live out the “Trius Difference”—for our employees, our members, and our communities.

• A culture built on honesty, optimism, partnership and empowerment
• A team that supports and celebrates each other
• Work that truly helps people move forward financially
• Competitive Pay and Excellent Benefit package
• Longevity Benefit

We are an Equal Opportunity Employer

We consider applications for all positions without regard to race, color, religion, creed, gender, age, national origin, disability, which can be reasonably accommodated without undue hardship, veteran status, or another other legally protected classification.