Financial Services Officer

Financial Services Officer (Full Time)
Multiple Locations: Tallahassee, FL (in-office)
Schedule: Monday - Friday
Compensation: New competitive annual salary (guaranteed base + quarterly incentives) plus generous benefits package (see below for details)
Summary of Qualifications:
Have obtained a high school diploma or equivalent.
Have 1+ years of full-time experience in cross-selling products, customer service, customer account management, sales;
OR 1 + years of Financial Services Representative
Ability to pass a criminal background check, credit check and drug test
Full Job Description
About Us: First Commerce Credit Union is a financially strong, growing member-owned cooperative serving consumer and business needs in nearly 40 counties across North Florida and South Georgia. Credit unions operate under a common philosophy of people helping people - individuals who share a passion for supporting their communities. Credit unions provide financial wellness resources, help local businesses grow, and are committed to helping members build their savings, invest in their futures, pursue their financial goals, and much more.
About the Position: The Financial Services Officer I creates relationships with members and potential members to become financial partners for life. Originates consumer loans in accordance with established credit union lending policies. Responds to spoken and unspoken member needs and questions concerning all aspects of credit union loan products in person or by telephone. Continually promotes and cross-sells credit union products and services.
We think you'll succeed in this role if you:
Love to network and build a strong connection with the community
Enjoy a customer service and sales driven environment where everyday brings an opportunity to learn and grow
Take initiative and provide strategic direction to ensure member financial success
Have a high attention to detail and always triple check your work
Enjoy problem solving and don't give up at the first sign of difficulty
Want to work for a company that serves a higher purpose than just making a profit
If this describes you, please read on!
Essential Tasks of the Financial Services Officer:
Build a book of business by proactively seek ways to develop and expand relationships to contribute towards financial center and own success.
Experience continual opportunities to expand your financial acumen, sales expertise, interpersonal skills, and more.
Responds in a consistently courteous and professional manner to inquiries from members and potential members including information related to pending loan requests, current loan rates, terms, and related information.
Drive sales and success through service. Ensure a positive member experience and achieve sales and referral goals through an expanded product set that includes banking, insurance, and investment products.
Maximize personal productivity by utilizing dedication and drive, insightful listening skills, attention to detail, and adaptability to achieve all levels of member, financial center, and personal goals.
Interviews loan applicants obtaining the required information, explaining loan options, interest rates, terms, and collateral requirements including ancillary products.
Assists in servicing credit union loans by processing payoff requests, extensions, revolving credit advances, lien satisfactions, loan file correction and adjustments.
Balances loan disbursements, transfers and other transactions including GL clearings with data processing totals each day.
Continually increases subject matter and product knowledge to successfully explain, refer, originate, and complete any product offered by the credit union.
Facilitates members' use of self-service solutions to enhance their experience and maintain financial center operating efficiency.
Requirements:
This job might be for you if you:
A minimum of a high school diploma or equivalent.
A minimum of 1+ years of full time or equivalent loan servicing, including processing or collections, or 1+ years of Financial Services Representative I
New account experience involving cross-selling of products or 1+ years of loan origination experience may be substituted.
Valid Driver's license required. Must be able to travel within credit union footprint as needed (15% or less).
Can pass a criminal background check, credit check, and drug test
Benefits:
We know satisfied employees are key to a thriving business and are pleased to offer:
Competitive annual salary (to be disclosed to candidates meeting minimum qualifications)
Health, dental, vision, disability, life, and pet insurance options with generous company sponsorship which includes free 24/7 mental & behavioral telehealth coverage
Two (2) weeks paid time off (this increases to 3, 4, and 5 weeks with additional years of service)
One (1) week sick leave (this increases to 2 weeks with additional years of service)
Eleven (11) paid holidays, one (1) personal floating holiday, and paid volunteer time
401k with up to 4% employer match, vested from your first day on the job
Eco-friendly cash bonus for carpooling, biking, or using public transportation
Professional development programs, scholarships, and internal committee leadership opportunities
Charitable contribution matching
Exclusive rewards and discounts on things like movie tickets, travel, shopping, and more
Referral incentives for mortgage products and recruitment
Fun perks in the office with a company culture where you are more than just a number
If you think you'd be a good fit, we'd love to see you apply!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.