Financial Service Officer at Lone Star Credit Union

Kaufman, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Oct, 26

Salary

0.0

Posted On

17 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Consultative Sales, Account Maintenance, Customer Service, Financial Needs Analysis, Relationship Building, Spanish Fluency, Microsoft Applications, Communication Skills, Multi-tasking, Problem Solving

Industry

Financial Services

Description

Description Authentic, happy, trustworthy, open-minded, passionate, service oriented – if these words describe you, Lone Star Credit Union may be the match you have been looking for. We believe “if it’s good for you, it’s good for us.” Our strong core values, called our Elements of Good, drive the culture of Lone Star Credit Union. A Financial Service Officer (FSO) will develop relationships, build trust, and maintain integrity with every contact, including Members, potential Members, and co-workers. The FSO will walk Members and potential members through our Member journey and assist with utilization of our branch technology including NEXT, our self-service technology for deposits, withdrawals, and payments, discovery bar tablets to view our website, open an account, or apply for a loan, and an interactive kiosk for learning about LSCU. Responsibilities: Opening new accounts and performing account maintenance Responding to inquiries and processing Member requests Processing drive-thru transactions utilizing video equipment and tube system Owning Member issues through resolution Identifying Member needs and recommending product and service solutions to enhance financial well-being Requirements Minimum of six months previous experience in a consultative sales position preferably from a financial institution. New account and general member service experience helpful. Passion for building relationships and providing exceptional service Ability to identify financial needs through effective communication (ability to listen, ask questions, and articulate response) Ability to educate Members about and make referrals to LSCU products & services Strong initiative and solution provider Ability to multi-task Proficient in utilizing PC, software, Microsoft Applications, and other office equipment Fluent in Spanish is required Benefits: Coaching Culture to ensure success and promote learning and growth Paid Time Off, Paid Holidays, Family and Pet Bereavement Leave Health Insurance Dental Insurance Vision Insurance Life and Disability Insurance 401(K) with Employer Match Paid Time Off for Community Volunteerism Banking privileges for you and your family

Responsibilities

The Financial Service Officer is responsible for opening new accounts, performing account maintenance, and processing member transactions. They identify member needs to recommend financial product solutions and guide members through the use of branch technology.