Logix Federal Credit Union · 7 hours ago
Financial Services Officer I (or II)- Woodland Hills
Woodland Hills, CA
Full-time
Onsite
Entry, Mid Level
$45K/yr - $125K/yr
1+ years expLogix Federal Credit Union is a financial institution seeking a Financial Services Officer I (or II) to onboard new members and deepen existing relationships. The role involves advising members on financial products, supporting branch growth, and ensuring compliance with regulations.
BankingFinancial ServicesInsuranceLendingMortgage
Responsibilities
Cultivates strong member relationships by providing exceptional service to both new and existing members while educating and helping them identify their financial needs, opening and maintaining new/existing accounts, and recommending suitable financial products that help them achieve their financial goals
Supports profitable branch growth by selling consumer loans, consumer loan insurance products, and real estate mortgage loans
Utilizes credit scoring, sound lending practices, regulatory requirements, and prudent judgment to make lending decisions that benefit members. Clearly explains the reasons for loan denials and helps explore alternative options
Executes strategies outlined by the Certified Credit Union Financial Counselor certification program and offers guidance and support to members and prospective members on budget counseling, debt consolidations, pay methods and other financial matters tailored to their needs
Works with Branch Management to seek opportunities to generate business and develop centers of influence through various measures including working with Logix business partners, outside sources, participation in marketing campaigns, regular outbound efforts and member awareness seminars
Executes the daily operations of the Credit Union's Member Experience protocols according to established standards
Directly responds to member’s inquiries either in person, via telephone, text, mail or an internal referral in a timely manner
Supports Branch Management in promoting products and services to their existing market area for sign up events, benefit fairs and other seminars/webinars
Maintains cash drawer while adhering to assigned limits and policies. Processes member transactions such as deposits, withdrawals, and requests for information efficiently, accurately, and promptly
Ensures compliance with all relevant laws, regulations, and Credit Union policies related to specific products and services, including but not limited to the Truth in Savings Act, Bank Secrecy Act, and Fair Lending Practices
Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork and may be required to participate in the training and development of other staff members
Must be adaptable and available to work at any branch location as needed, based on business requirements
Eligible for a transfer after assignment is subject to Senior Management approval
Must reliably arrive to work on time, according to the scheduled hours
Other duties as assigned
Qualification
Required
Bachelor's Degree (4 years) with business related emphasis a plus
Minimum of 1 year experience as a financial service officer and/or loan officer in a financial institution
Strong communication, interpersonal, and problem-solving skills
Thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices
Ability to multi-task working in multiple systems simultaneously
Successful completion of training and obtain the following licenses, skills and authorities within 6 months of entering the position: New Accounts, Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation, Notary License, Membership Officer Authority, and Certified Credit Union Financial Counselor (CCUFC)
Working knowledge of the Microsoft suite of Office products
Valid driver's license and own mode of transportation
Adaptable and available to work at any branch location as needed, based on business requirements
Reliably arrive to work on time, according to the scheduled hours
Preferred
Bilingual English/Farsi
3 years of financial service officer and/or loan officer experience in a financial institution
Knowledge of credit union documents, reports, policies and procedures
Benefits
Day One Employee Benefits
Auto Discounts
Mortgage Discounts
Tuition Reimbursement
401K Company Match
Company
Logix Federal Credit Union
Logix is banking with a twist: customers become members and part-owners when they open an account here.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ana Fonseca
President & CEO
A
Andrea Carpenter
EVP, Chief Operating Officer at Logix
Recent News
2025-04-28
2025-04-15
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