ORNL Federal Credit Union · 4 days ago
Financial Services Officer (Floater)
ORNL Federal Credit Union is looking for a Financial Services Officer Floater to assist members with their Credit Union needs across various branch locations. The role involves handling financial transactions, processing loans, and maintaining member account information while promoting branch services and campaigns.
Customer ServiceFinancial ServicesNon Profit
Responsibilities
Assists members with financial transactions, including opening and closing accounts; answers questions about products and services; refers problems that are beyond given authority to supervisor
Interviews members and assists them with loan inquiries and processing and closing loans. Follows up with members on pending and countered loans
Identifies and follows through on cross sell opportunities
Obtains appropriate documentation and signatures on all new accounts, loans, and other member-related services
Promotes and actively participates in any branch promotions and credit union calling campaigns
Performs duties as a notary public
Maintains and updates member account information on the computer system
Performs other job-related duties as assigned
Qualification
Required
One or more years of customer service and sales experience is required
A high school diploma or GED is required
Must be detailed oriented and possess strong customer service skills
Must have the mathematical ability to perform basic math skills
Must have excellent written and verbal communication skills
Must be proficient with Microsoft and Google Workspace
Must have excellent organizational and analytical skills
Must be able to work well with others
Preferred
One year of financial services experience is preferred
Lending experience is preferred
An Associate's degree in a business related field is preferred
Company
ORNL Federal Credit Union
ORNL Federal Credit Union is a not-for-profit financial cooperative that provides financial services.
Funding
Current Stage
Late StageRecent News
2025-11-04
2025-11-04
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