Financial Services Officer I (Montgomery, AL)
Summary: The Financial Services Officer will cultivate and develop relationships in an effort to provide service that is meaningful and relevant to the individual Member. The FSO will consult with Members regarding their consumer lending needs and will analyze loan requests and make credit decisions based on established consumer lending guidelines. In addition, the FSO will open accounts, resolve issues, and provide information and guidance to Members on the products and services offered by Alabama ONE.
Minimum Requirements:
- High School Diploma/GED
- 1+ year relevant lending experience
- Effective communicator
- Ability to quickly learn and maintain up-to-date knowledge of AlabamaONE products and services, including consumer loans and procedures related to new account sales
Duties and Responsibilities:
- Assists Members with financial needs including opening and closing accounts, transferring funds, issuing debit cards, and resolving issues; serves as a resource to the retail branch TEAM, and may conduct teller transactions when necessary
- Under general guidance, confers with Members and provides recommendations and guidance related to lending needs; conducts initial review of loan requests and provides appropriate information to underwriters for review; communicates lending decisions with Members
- Supports branch Member retention and relationship development through regular contact with existing and potential Members; through contact with Members, will develop sales leads and cross-sell additional products and services
- Serves as a source of information on membership requirements, services, and rights; maintains a thorough, working knowledge of AlabamaONE products and services
- Ensures appropriate records are maintained and required reports are prepared
- Perform other duties as assigned
Apply at www.alabamaone.org/careers
Additional Info
Job Type : Full-Time