Financial Services Officer - Loudon Branch (Bilingual/Spanish speaking required) jobs in United States
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ORNL Federal Credit Union · 3 hours ago

Financial Services Officer - Loudon Branch (Bilingual/Spanish speaking required)

ORNL Federal Credit Union is seeking a Financial Services Officer - Bilingual to assist members with their financial needs regarding new accounts, loans, and notary services. This role involves providing excellent customer service both in person and over the phone, while also promoting branch products and services.

Customer ServiceFinancial ServicesNon Profit

Responsibilities

Assists members with all financial transactions - answer questions about products and services, interview members to open, close, and/or maintain accounts and loans, and perform duties as a notary public. Obtains appropriate documentation/signatures and submit accordingly in a timely manner. Responds to requests from other branches and departments to assist with additional language needs
Recognizes and recommends additional products/services that will benefit members’ financial well-being
Promotes and actively participates in any branch promotions and credit union campaigns
Performs other job-related duties as assigned

Qualification

Customer service experienceBilingual/Spanish speakingLending experienceFinancial services experienceMicrosoft 365Analytical skillsCommunication skillsAttention to detailOrganizational skillsTeamwork

Required

Bilingual/Spanish speaking required
One year or more of customer service and sales experience is required
A high school diploma or GED
Excellent written and verbal communication skills required with the ability to effectively interact and make recommendations to all levels of the organization
Must possess attention to detail and mathematical ability to perform basic math skills
Excellent organizational and analytical skills and reasoning ability required
Must be proficient with Microsoft 365
Strong customer service orientation is required
Must be able to work well with others

Preferred

One month or more of Lending experience preferred
One year or more of financial services experience preferred

Company

ORNL Federal Credit Union

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ORNL Federal Credit Union is a not-for-profit financial cooperative that provides financial services.

Funding

Current Stage
Late Stage

Leadership Team

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Colin Anderson
President & CEO
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Jenny Vipperman, CMB
President & CEO
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Company data provided by crunchbase