Financial Services Officer

Workway is a professional staffing firm, working with organizations across the country to place exceptional candidates. No matter what position within the organization, you'll experience tremendous professional satisfaction in an environment where they genuinely support and appreciate each other.
We are looking for a Financial Services Officer responsible for specific duties listed below.
Your specific duties will include: 

• Presents and explains Credit Union products and services to members. Performs daily member services, such as opening and closing accounts, and account research.
• Identifies, recommends and promotes products and services in order to build a financial relationship in alignment with the credit union's business strategy.
• Resolves member account discrepancies by performing file maintenance and account changes as needed.
• Demonstrates awareness of credit union and branch goals.
• Coordinates loan closings between the member and the Loan Processor.
• Complete loan documents and disburse funds when required.
• Provides financial counselling to members as needed.
• Interviews and assists members with the loan application process to ensure completeness of information.
• Assist in any area as directed by the retail branch administrator.

Specific qualifications for the position include:

• High school diploma or equivalent.
• At least 1-year of teller or customer service-related experience.

Compensation may vary depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!
Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, or protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO. To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.