Financial Solutions Officer (Bilingual) - Lexington NE Branch

Job Description

Job Description

The details of the Job

Are you passionate about helping people reach their financial goals? We're looking for a friendly, solution-driven individual for a FT Bilingual Financial Solutions Representative to join our Lexington, NE team! In this role, you'll build relationships with members, identify their financial needs, and connect them with products and services that make a real difference. If you're energetic, member-focused, and eager to grow your career, we'd love to meet you!

What you will do each day

• Promote a positive image at all times to our members, co-workers and community.
• Ability to multi-task and be flexible in services provided to our members.
• Provide members service in person, on the phone, video and through electronic communication.
• Provide new members all the necessary information on membership.
• Responds to member complaints.
• Process daily transactions as needed (i.e. deposits, withdrawals, loan payments, advances, etc) in an accurate manner.
• Responsible for establishing relationships with members and cross selling and referring products and services to meet our member's financial needs.
• Interview loan applicants and presents loan products that best meet the members needs.
• Assists member in completing loan applications and obtains and evaluates credit reports.
• Analyzes applicant's qualifications.
• Notify applicants of loan decisions.
• Completes loan contracts.
• Maintains a balanced cash drawer and processes all member account transactions as needed.
• Will open, close, and make changes to accounts following all BSA. Patriot Act, and OFAC requirements.
• Maintain knowledge and follow all state and federal rules and regulations, policies, and procedures.
• Ensure work areas are clean and look professional.

The benefits you will receive

Equal Opportunity Employer

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

All applicants who are offered employment with Trius Federal Credit Union will be subject to a background investigation. Offers of employment are contingent on the successful completion of a background investigation in accordance with Trius Federal policy and state law.