University of Kentucky Federal Credit Union · 2 weeks ago
Financial Services Officer (30787)
Hamburg - Lexington, KY 40509
Full-time
Onsite
Entry, Mid Level
$24.54/hr - $26.11/hr
2+ years expUniversity of Kentucky Federal Credit Union is a community-focused organization that has been serving its members since 1937. The Financial Services Officer will deliver exceptional financial services, provide expert guidance on products, and engage with members to identify suitable financial solutions, directly impacting member satisfaction and the credit union's success.
BankingCredit BureauFinanceFinancial ServicesNon Profit
Responsibilities
Assist members with financial transactions and account services
Interview members to assess their financial needs and recommend appropriate products and services
Process loan applications, deposits, withdrawals, and other account-related transactions
Notarize documents, research accounts, perform account maintenance, open deposit accounts (consumer, business, IRA), originate loan applications, inform members of loan decisions, explain loan documents to members. Update member account records as needed, maintaining accurate records of member transactions
Actively promote credit union products and services that align with member needs
Engage in sales development training and activities to enhance service offerings
Stay informed about consumer credit trends and market conditions
Maintain necessary licensing for the sale of specific financial products
Regularly contact members via email and phone to maintain relationships, share sales opportunities, and follow up on teller referrals
Ensure adherence to UKFCU policies, board-established guidelines, and regulatory requirements
Maintain confidentiality of member and employee information
Assist in resolving member concerns and escalate complex issues when necessary
Stay updated on industry regulations and best practices
Qualification
Required
High school diploma or equivalent required
Strong communication and interpersonal skills
Ability to perform financial calculations and assess loan eligibility
Proficiency in financial software and Microsoft Office applications
Strong problem-solving and decision-making skills
Ability to work independently while managing multiple tasks and deadlines
Professionalism in all interactions
Integrity in decision-making and compliance practices
Commitment to teamwork and collaboration
Accountability for meeting performance goals and deadlines
Adaptability to changing policies and regulatory requirements
Preferred
Two to five years of similar or related experience preferred
Experience with financial services and customer relationship management preferred
Benefits
Competitive salary and industry-leading benefits.
Opportunities for professional growth and leadership development.
A chance to make a lasting impact on our members and the organization’s future.
Company
University of Kentucky Federal Credit Union
University of Kentucky Federal Credit Union is a non-profit financial cooperative that provides quality banking and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dan Kittleson
CFO & Interim CEO
Michelle Bliffen
Chief Operations Officer
Recent News
2026-01-07
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