Financial Solutions Officer (Bilingual) Lexington NE Branch
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Job Location:
Lexington, KY - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The details of the Job
Are you passionate about helping people reach their financial goals Were looking for a friendly solution-driven individual for a FT Bilingual Financial Solutions Representative to join our Lexington NE team! In this role youll build relationships with members identify their financial needs and connect them with products and services that make a real difference. If youre energetic member-focused and eager to grow your career wed love to meet you!
What you will do each day
- Promote a positive image at all times to our members co-workers and community.
- Ability to multi-task and be flexible in services provided to our members.
- Provide members service in person on the phone video and through electronic communication.
- Provide new members all the necessary information on membership.
- Responds to member complaints.
- Process daily transactions as needed (i.e. deposits withdrawals loan payments advances etc) in an accurate manner.
- Responsible for establishing relationships with members and cross selling and referring products and services to meet our members financial needs.
- Interview loan applicants and presents loan products that best meet the members needs.
- Assists member in completing loan applications and obtains and evaluates credit reports.
- Analyzes applicants qualifications.
- Notify applicants of loan decisions.
- Completes loan contracts.
- Maintains a balanced cash drawer and processes all member account transactions as needed.
- Will open close and make changes to accounts following all BSA. Patriot Act and OFAC requirements.
- Maintain knowledge and follow all state and federal rules and regulations policies and procedures.
- Ensure work areas are clean and look professional.
The benefits you will receive
- Insurance including health dental vision life STD and LTD
- Voluntary insurance options
- Health Savings Account/Flexible Spending
- PTO
- 11 paid holidays
- Excellent training program
- 401(k) with company match
- Trius swag
- Fun rewarding team environment
- Value a work/life balance
Equal Opportunity Employer
All qualified candidates will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin or protected veteran status and will not be discriminated against on the basis of disability.
All applicants who are offered employment with Trius Federal Credit Union will be subject to a background investigation. Offers of employment are contingent on the successful completion of a background investigation in accordance with Trius Federal policy and state law.
Required Experience:
Unclear Seniority
Key Skills
- Internal Audit
- Financial Performance
- Financial Goals
- Financial Policies
- Journal Entries
- Accounting
- General Ledger Accounts
- Financial Statements
- Financial Transactions
- Financial Procedures
- Annual Budget
- Ensure Compliance
- Powerpoint
- CPA
- Financial Management
About Company
Learn more about Trius Federal Credit Union and why you should become a member of Trius FCU.
