Financial Service Officer

Lone Star Credit Union

Posted 3 months ago

Full Time

Terrell, Texas

In Person

Smart Summary

Responsibilities

The Financial Service Officer is responsible for opening new accounts, performing account maintenance, and processing various member transactions. They identify member needs to recommend product solutions and resolve member issues to enhance financial well-being.

Qualifications

You have at least six months of experience in a consultative sales role, preferably within a financial institution, and possess a passion for building relationships and delivering exceptional service. You are proficient in using PCs and Microsoft Applications, with the ability to identify member needs and recommend appropriate financial solutions.

Must Have Skills for ATS

new account opening

account maintenance

consultative sales

Microsoft Applications

Job Description

Description

Authentic, happy, trustworthy, open-minded, passionate, service oriented – if these words describe you, Lone Star Credit Union may be the match you have been looking for. We believe “if it’s good for you, it’s good for us.” Our strong core values, called our Elements of Good, drive the culture of Lone Star Credit Union.

Financial Service Officer

Lone Star Credit Union is searching for a member-focused, energetic and friendly individual for the Terrell Branch. The FSO will develop relationships, build trust, and maintain integrity with every contact, including Members, potential Members, and co-workers.

Responsibilities include

  • Opening new accounts and performing account maintenance
  • Responding to inquiries and processing Member requests
  • Processing drive-thru transactions including deposits, withdrawals, loan payments, account transfers
  • Owning Member issues through resolution
  • Identifying Member needs and recommending product and service solutions to enhance financial well-being

Requirements

  • Minimum of six months previous experience in a consultative sales position preferably from a financial institution. New account and general member service experience helpful.
  • Passion for building relationships and providing exceptional service
  • Ability to identify financial needs through effective communication (ability to listen, ask questions, and articulate response)
  • Ability to educate Members about and make referrals to LSCU products & services
  • Strong initiative and solution provider
  • Ability to multi-task
  • Proficient in utilizing PC, software, Microsoft Applications, and other office equipment
  • Fluent in Spanish is helpful

Benefits

  • Coaching Culture to ensure success and promote learning and growth
  • Paid Time Off, Paid Holidays, Family and Pet Bereavement Leave
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life and Disability Insurance
  • 401(K) with Employer Match
  • Paid Time Off for Community Volunteerism
  • Banking privileges for you and your family

Lone Star Credit Union

We believe if it’s good for you, it’s good for us. This good-business philosophy is lived out in how we treat each other, our Members and the communities we live in. Proud to be Texas-based since 1967, we always honor the credit union credo of “people helping people.” While we deliver a variety of financial services, we are driven by respect and fairness. As we continue to innovate and grow, we also hold fast to the timeless standards of honor, integrity and service. Whether you need a credit union to call home, a loan for your first car, or help in building financial security, our Members choose us because it’s good business to be good to our Members. Our roots started in Dallas, TX as Lone Star Gas Employees Federal Credit Union. As we've grown, our membership field has evolved and expanded along with our financial services. Today, we serve more than 11,000 members and various employee groups throughout Texas. We offer membership to those who live or work in six North Texas counties, including Delta, Hopkins, Hunt, Kaufman, Rains and Rockwall, as well as those who live or work within a 10-mile radius of our Dallas branch location.
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