Personal Financial Officer I

Make the Right Move … Join A Winning Team!
 
EFCU Financial Federal Credit Union, a dynamic credit union with a 90-year history of solid growth and stability in Baton Rouge, LA, is seeking an experienced, organized, and service-oriented team player to join our team as a Personal Financial Officer I. 
 
In our service-focused organization, the Personal Financial Officer serves as liaison between the members and the Credit Union.  This individual is responsible for processing member transactions and maintaining a cash drawer, providing account information, opening new accounts, and processing loan applications as well as provides limited transactions to Credit Union Cooperative Branch (CUCB) guest members in a prompt and accurate manner. The Personal Financial Officer attends to all telephone, online and walk-in inquiries from members. Other responsibilities include preparing loan applications and other documentation necessary for completing loan files, funding approved loans, completing adverse action letters, and maintaining Lending Department files. This individual is expected to assist members in a professional and courteous manner with any and all questions or challenges.
 
Critical Knowledge, Skill and Educational Requirements:
 

• High School Diploma or equivalent.
• A minimum of 1 year of related experience in lending and/or member services with full-service financial institution and/or training; or equivalent combination of education.
• Good understanding of member services, loan services, polices, and procedures and products provided.
• Understanding of member bookkeeping procedures, of related legal and regulatory standards, and required loan documentation.
• Understanding of related legal and regulatory standards and required loan documentation.
• Knowledge of consumer and residential lending practices, and credit union products and services with a thorough understanding of Real Estate Lending.
• Interpersonal skills including trust, diplomacy, courtesy, and tactfulness in working with others.
• Excellent interview skills, written and verbal communication skills, and public relations skills.
• Effective decision-making skills, analytical skills, and attention to detail.
• Ability to maintain confidential information.
• Skilled in multi-tasking.
• Professional appearance and attitude
• Experience with Microsoft Office software.
• Must be dependable and reliable.
• Must pass all credit and bond requirements.