Valley Strong Credit Union · 17 hours ago
Financial Solutions Officer I - Pershing Branch
Stockton, CA
Full-time
Onsite
Entry Level
1+ years expValley Strong Credit Union is a values-driven organization focused on helping people and communities prosper. The Financial Solutions Officer I role involves delivering an exceptional member experience by promoting credit union products and services, building strong relationships, and proactively engaging with members to understand their financial needs and goals.
BankingFinancial ServicesNon Profit
Responsibilities
Builds, develops, and expands Member relationships through needs-based assessments to identify and recommend deposit, credit, and investment solutions to help Members achieve their financial goals
Takes a consultative approach with Members regarding credit union products and services by assessing the Members’ needs, addressing their concerns, and gaining agreement
Processes new memberships, additional share accounts, savings services, loan requests, and loan fundings as requested by the Member
May process financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer
Understands the role in sales growth and meets branch-assigned and individual goals
Delivers a personalized Member experience by answering Member questions with a “can-do” attitude, understanding Member needs, and exceeding their expectations
Demonstrates Member service skills and the ability to solve problems independently, utilizing critical thinking and problem-solving skills and empowerment
Educates Members on alternative channels that provide value and refer to appropriate business partners
Recommends alternative channels such as online, mobile, and digital solutions
Develops strong partnerships with Financial Advisors, Home Loan Officers, and Business Bankers
Identifies and reports fraudulent activity to prevent potential loss to the credit union
Identifies, investigates, and resolves basic and complex Member concerns, as well as processes and completes Member transactions in a timely and efficient manner
Updates Member and credit union account information efficiently and accurately
Ability to de-escalate situations, looking from several points of view and applying good judgment and critical thinking to resolve the situation
Performs other duties as assigned
Qualification
Required
High School or GED
1-3 years related experience and/or training; or equivalent combination of education and experience
Ability to read and comprehend instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute dividends and interest
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written or oral form
The Team Member occasionally must lift and/or move up to 10 pounds
Ability to stand for long periods of time
Must be able to process transactions in an efficient manner
Must be able to communicate policies and procedures to Members in an easily understood and professional manner
Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures
Company
Valley Strong Credit Union
Valley Strong Credit Union is a non-profit organization that offers financial, mortgage, loans, personal and business banking solutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Nicholas Ambrosini
Chief Executive Officer
Recent News
2026-01-14
The Business Journal
2025-08-27
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2025-08-20
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