Upvote
Downvote
Financial Services Officer I Anticipating Openings - Area
Share Job
- Suggest Revision
- The Burbank/Toluca Lake area is anticipating openings for the Financial Services Officer I. The FSO I is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs.
- Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, credit and debit cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and Guaranteed Asset Protection (GAP) insurance) and Real Estate Mortgage Loans.
- Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score.
- This includes but is not limited to meeting new members at the Concierge station, offering them coffee or water, building rapport, assessing their financial needs though the Credit Union’s Needs Assessment process.
- Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation.
Active Job
Updated TodaySimilar Job
Relevance
Active