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ORNL Federal Credit Union · 4 days ago

Financial Services Officer - Oak Ridge West Branch

Oak Ridge, TN

Full-time

Onsite

Entry Level

1+ years exp

ORNL Federal Credit Union is seeking a Financial Services Officer for their Oak Ridge West Branch. The role involves assisting members with financial transactions, loan inquiries, and promoting credit union services while maintaining accurate 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 with loan inquiries and processing/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 campaigns

Performs duties as a notary public

Maintains and updates member account information on the computer system

Performs other job-related duties as required

Qualification

Customer service experienceLending experienceFinancial services experienceMicrosoft 365Mathematical abilityAnalytical skillsReasoning skillsWritten communicationVerbal communicationAttention to detailOrganizational skills

Required

One or more years of customer service and sales experience is required

A high school diploma or GED

Excellent written and verbal communication skills required with the ability to effectively interact and make recommendations to all levels of the organization

Must possess attention to detail and mathematical ability to perform basic math skills

Excellent organizational, analytical and reasoning skills

Strong customer service orientation and detailed oriented

Must be proficient with Microsoft 365