Financial Services Officer (Floater) jobs in United States
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ORNL Federal Credit Union · 1 week ago

Financial Services Officer (Floater)

positionMaynardville, TN
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

ORNL Federal Credit Union is seeking a Financial Services Officer Floater who will travel to various branch locations to assist members with their Credit Union needs. The role involves helping with new accounts, loans, and notary services, while also promoting branch promotions and maintaining member account information.

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

Customer serviceSales experienceFinancial servicesLending experienceNotary publicMathematical abilityAnalytical skillsOrganizational skillsMicrosoft proficiencyGoogle Workspace proficiencyWritten communicationVerbal communicationTeamworkDetail-oriented

Required

One or more years of customer service and sales experience
A high school diploma or GED
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
Lending experience
An Associate's degree in a business related field

Company

ORNL Federal Credit Union

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ORNL Federal Credit Union is a not-for-profit financial cooperative that provides financial services.
dateFounded in 1948
location
Oak Ridge, Tennessee, USA
people-size501-1000 employees
web-link
https://www.ornlfcu.com/

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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