Financial Services Officer

Location: NWI location to be determined

Salary Classification: Hourly, Non-Exempt

Reports to: Branch Manager

The Financial Services Officer is a seasoned position, responsible for building member relationships and assisting with complex financial needs including consumer loans, mortgage loans, account services, and financial education. This role serves as a trusted advisor, delivering tailored solutions that meet each member’s financial goals. This role may be a license mortgage loan officer at the senior level.

·        Conduct in-depth member consultations to understand financial goals and recommend appropriate credit union products and services.

·        Assist with all aspects of consumer and mortgage lending including loan applications, processing, and closing.

·        Maintain up-to-date knowledge of credit union products, rates, policies, and compliance requirements.

·        Support member onboarding by opening accounts and explaining credit union services.

·        Follow up on leads and referrals to deepen member relationships.

·        Meets or exceeds performance standards in relation to loan production, deposit growth and member retention.

·        Obtain and maintain a book of business in efforts for growing and retaining membership.

·        Identify member needs and cross-sell appropriate financial solutions and meet all production expectations.

·        Ensure loan files and member records are accurate and compliant with internal and regulatory standards.

·        Act as a liaison between the member and other departments to resolve service issues. May open and service new member accounts.

·        Acts as a lead to the FSR role and other colleagues

·        Support branch and team goals through collaboration and service excellence.

Required:

·        Minimum 2-3 years of experience in banking, credit unions, or financial services in this capacity.

·        Proven knowledge of consumer and mortgage lending and account servicing.

·        Proven track record of meeting and/or exceeding production goals.

·        Excellent interpersonal, consultative, and sales skills.

·        Ability to work in a fast-paced, goal-oriented environment.

·        Experience using loan origination systems and core banking platforms.

Preferred:

·        Associate’s or Bachelor’s degree in finance, business, or related field preferred.

·        Experience working in a credit union or similar regulated financial institution

·        Knowledge of NCUA regulatory reporting requirements

·        Experience with accounting system implementation or upgrades (e.g., Fiserv, Jack Henry, QuickBooks Enterprise)

·        Standard office environment with periodic extended hours during month-end and year-end reporting

·        Ability to sit for extended periods and perform tasks using a computer

·        Occasional travel may be required for training or audits

We are an equal opportunity employer