SanAngeloRecruiter Since 2001
the smart solution for San Angelo jobs

Financial Service Officer

Company: Texas Trust Credit Union
Location: San Angelo
Posted on: February 3, 2020

Job Description:

Financial Service Officer

Role Responsibilities

Branch based sales and service position whose primary goal is to help members by discovering financial needs, helping with problem resolutions, and processing transactions when needed. This position will take a lead role in creating an outstanding member experience by resolving member service issues, opening new accounts, offering convenience services, and helping the Branch meet sales objectives contributing to the success of the organization. This position will partner with the branch team and specialists (such as Community Relations Officer, Central Lending, Insurance Assistant, Business Services, and Financial Advisors) to ensure our members get access to experts who can help them with specialized financial needs.



  • be proactive and creatively strategize with team to meet or exceed individual and departmental goals;
  • process secured and unsecured applications in person and by phone, submit completed application to Central Lending, and notify applicants based on the credit union's credit policies in a timely manner;
  • process and complete all account openings and closings, including, but not limited to: share, share draft, certificates, IRA's, business accounts, and money markets in a helpful, friendly manner, maintaining proper security and exercising good judgment;
  • perform the following functions, including, but not limited to: add and remove joint owners, order checks, issue stop payments, instant issue debit cards, make adjustments to accounts (with parameters), ACH revocation, share and share draft payroll requests, and wire transfers;
  • open and assist members with safe deposit boxes;
  • receive, complete and forward member fraud requests in a timely manner;
  • determine eligibility to promote all back end products for every loan, refer members to Insurance, Investment, Business and Mortgage Partners;
  • actively promote and sell the credit union's full line of financial services in person by asking appropriate questions, assessing member needs and offering alternative solutions;
  • support Business 3.0 in an attempt to grow the credit union;
  • perform all activities related to Embrace The Connection process;
  • fully embrace and embody Texas Trust Core Values as listed above;
  • perform various other duties as assigned.


    Required Experience



    • Minimum two (2) years of college course work and or equivalent work experience;
    • One (1) year or more experience in a high paced sales environment with a track record of meeting and/or exceeding goals;
    • Six (6) months customer service experience.


      Skills, Education and/or Certifications Required



      • High School Diploma/GED;
      • High comfort level in utilizing computers;
      • Professional written and verbal communication;
      • Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the member;
      • Excellent member contact skills; comfortable asking questions/interviewing members about their financial situation; strong listening skills;
      • Understand how to present features, and benefits of products and services to members with differing needs;
      • Self-motivated, assertive, performs well in a team environment to service members;
      • Professional, thorough and organized; able to follow standard operating policies and procedures;
      • Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to members;
      • Ability to work branch hours, including weekends and some evenings;
      • Demonstrate problem-solving, teamwork abilities and the ability to be proactive;
      • Ability to manage difficult situations with little supervision.



        Skills, Education and/or Certifications Preferred



        • Bachelor's Degree in a business field preferred;
        • Multilingual verbal and written skills preferred.


          Texas Trust Credit Union is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Keywords: Texas Trust Credit Union, San Angelo , Financial Service Officer, Accounting, Auditing , San Angelo, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Intuit is looking for Credentialed Tax Professional Cpa Enrolled Agent Or Attorney Seasonal Remote
Description: Credentialed Tax Professional Cpa Enrolled Agent Or Attorney Seasonal Remote - IntuitOverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent (more...)
Company: Intuit
Location: Abilene
Posted on: 02/24/2020

Credentialed Tax Advisor Cpa Enrolled Agent Or Attorney - Intuit
Description: Credentialed Tax Advisor Cpa Enrolled Agent Or Attorney - IntuitOverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, (more...)
Company: Intuit
Location: Abilene
Posted on: 02/24/2020

Credentialed Tax Expert Cpa - Intuit
Description: Credentialed Tax Expert Cpa - IntuitOverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our (more...)
Company: Intuit
Location: Abilene
Posted on: 02/24/2020


Credentialed Virtual Tax Professional Cpa Enrolled Agent Or Attorney in Abilene
Description: Credentialed Virtual Tax Professional Cpa Enrolled Agent Or Attorney - IntuitOverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication (more...)
Company: Intuit
Location: Abilene
Posted on: 02/24/2020

CFO San Angelo Community Medical Center-San Angelo, TX
Description: San Angelo Community Medical Center is your community healthcare provider, a 171-bed facility with a wide range of services including a Level III-A Neonatal Intensive Care Unit, an accredited heart and (more...)
Company: Community Health System
Location: San Angelo
Posted on: 02/29/2020

Credentialed Tax Advisor Cpa Enrolled Agent Or Attorney
Description: Credentialed Tax Advisor Cpa Enrolled Agent Or Attorney - IntuitOverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, (more...)
Company: Neuvoo - Intuit
Location: Abilene
Posted on: 02/24/2020

Credentialed Tax Expert - CPA
Description: Overview If you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Abilene
Posted on: 02/26/2020

Document Controller
Description: Overview br br We are currently seeking a Document Controller for a prominent exploration and production company with Operations in Midland, TX. br br Responsibilities br br The Document Controller (more...)
Company: Bergaila & Associates, Inc.
Location: Midland
Posted on: 02/28/2020

Intuit is looking for Credentialed Tax Expert Cpa
Description: Credentialed Tax Expert Cpa - IntuitOverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our (more...)
Company: Intuit
Location: Abilene
Posted on: 02/24/2020

Credentialed Tax Professional Cpa Enrolled Agent Or Attorney Seasonal Remote
Description: Credentialed Tax Professional Cpa Enrolled Agent Or Attorney Seasonal Remote - IntuitOverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent (more...)
Company: Click To See Company Name
Location: Midland
Posted on: 02/24/2020

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

San Angelo RSS job feeds