Financial Services Officer (Floater)

Financial Services Officer (Floater)

Job Category : Retail

Requisition Number : FINAN002483

Posted : October 21, 2025

Full-Time

On-site

Oak Ridge, TN 37830, USA

Job Details

Description

The deadline to apply for this opportunity is October 28, 2025.

Role : The Financial Services Officer Floater will travel to various branch locations as directed and assist members and potential members with their Credit Union needs with regard to new accounts, loans, and notary services. The FSO Floater will refer members to appropriate Credit Union personnel for services outside the scope of their given responsibility.

Essential Functions & Responsibilities :

• Assists members with financial transactions, including opening and closing accounts; answers questions about products and services; refers problems that are beyond given authority to supervisor.
• Interviews members and assists them with loan inquiries and processing and closing loans. Follows up with members on pending and countered loans.
• Identifies and follows through on cross sell opportunities.
• Obtains appropriate documentation and signatures on all new accounts, loans, and other member-related services.
• Promotes and actively participates in any branch promotions and credit union calling campaigns.
• Performs duties as a notary public.
• Maintains and updates member account information on the computer system.
• Performs other job-related duties as assigned.

Experience : One or more years of customer service and sales experience is required. One year of financial services experience is preferred. Lending experience is preferred.

Education : A high school diploma or GED is required. An Associate's degree in a business related field is preferred.

Other skills required :

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.