Talent.com
Financial Services Officer I (or II)-Woodland Hills
Financial Services Officer I (or II)-Woodland HillsLogix Federal Credit Union • Woodland Hills, CA, United States
Financial Services Officer I (or II)-Woodland Hills

Financial Services Officer I (or II)-Woodland Hills

Logix Federal Credit Union • Woodland Hills, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Financial Services Officer I (or II)-Woodland Hills

Location

US-CA-Woodland Hills

ID

2025-1439

Category

Sales

Position Type

Full-Time

Remote

No

Overview

The Financial Services Officer I (or II) is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs.

The Woodland Hills team is hiring Financial Services Officers. We are offering a Sign-On Bonus of $1,500.00 for Financial Services Officers. If you are sales-oriented, have experience in the financial services industry, and love helping people thrive, apply online today to learn more about these exciting opportunities!

Highlights

$44,990.40 + Incentives ( Unlimited Cap On Incentives)

  • Day One Employee Benefits
  • Auto Discounts
  • Mortgage Discounts
  • Tuition Reimbursement
  • 401K Company Match

Responsibilities

  • Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs and assists them in the selection of the appropriate financial products and services.
  • Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans.
  • Assists members in the selection of, completion and submission of a real estate mortgage loans (purchase and refinances).
  • Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score.
  • Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs.
  • Participates in marketing campaigns and member awareness seminars. Works with outside sources to generate additional business.
  • Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as the relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices and may assist with branch audits.
  • Executes the day-to-day elements of the Credit Union's Member Experience per established standards. This includes but is not limited to meeting new members at the Concierge station, offering them coffee or water, building rapport, assessing their financial needs though the Credit Union's Needs Assessment process. Fulfilling the members' initial need and setting an appointment for a follow up meeting to discuss their other financial needs.
  • Escorting the member all the way to the door and thanking them for their business and reaffirm their decision to do business with LFCU.
  • Directly responds to member's inquiries either in person, via telephone, mail or an internal referral.
  • Works with Branch Management in a team atmosphere for the promotion and growth of loan totals, provide information and feedback on branch goals to staff and generate referrals through coaching and encouragement of branch staff.
  • Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation. Responsible for quality and accuracy of all work performed.
  • Assists Sales Manager to develop and promote LFCU services to their existing Select Employee Groups (SEGs) for sign up events, benefit fairs and others.
  • Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork and may be required to participate in the training and development of other staff members.
  • May perform routine office and clerical duties such as : requisitioning supplies; maintaining accurate, current files; and other duties as may be assigned.
  • May maintain a cash drawer in accordance with assigned cash limits and policy and procedures. Balances own daily work and may assist with the daily branch balancing procedures and approval of transactions for tellers when the transaction is over the teller limit. Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.).
  • Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.).
  • Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required.
  • Must be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own reliable mode of transportation.
  • Must be willing to be assigned to another local branch as needed and that eligibility for a transfer after assignment is subject to Senior Management approval.
  • Must consistently report to work on time, as scheduled.
  • Qualifications

    Education

  • Bachelor's Degree (4 years) with business related emphasis a plus.
  • Experience

  • Minimum of 1 year experience, 3 years preferred of financial service officer and / or loan officer experience in a financial institution.
  • Knowledge, Skills & Ability

    The FSO must :

  • Have a thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices.
  • Knowledge of credit union documents, reports, policies and procedures a plus.

    Obtain the following licenses, skills and authorities within 6 months of entering the position : Notary License, successful completion of New Accounts training and Membership Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation.

    Have a working knowledge of the Microsoft suite of Office products.

    Experience using the Symitar Data system is considered a plus.

    Be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own mode of transportation.

    Be willing to be assigned to other local branches as needed.

    Disclaimer

    Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

    Base Pay

    USD $21.63 / Hr.

    Create a job alert for this search

    Financial Officer • Woodland Hills, CA, United States

    Related jobs
    Financial Services Officer I (or II)- Woodland Hills

    Financial Services Officer I (or II)- Woodland Hills

    Logix Federal Credit Union • Woodland Hills, CA, US
    Full-time
    Financial Services Officer I Or II.The Financial Services Officer I (or II) is a developmental role responsible for onboarding new and deepening existing member relationships by identifying their f...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Accountant, Financial Services

    Sr. Accountant, Financial Services

    Jobot • Los Angeles, CA, US
    Full-time
    Leading financial services company in Woodland Hills, CA needs a Sr.Accountant to manage premiums, claims, product accounting, and month-end close. Experience in financial services and with MS Dynam...Show more
    Last updated: 14 days ago • Promoted
    Travel Outpatient Physical Therapist - Paying up to $2,800 / week

    Travel Outpatient Physical Therapist - Paying up to $2,800 / week

    Vivian Health • Lake Sherwood, CA, US
    Full-time
    Vivian is looking for Travel Physical Therapist Therapys in Thousand Oaks, California paying up to $2,800 / week At Vivian, we ensure your next step is a step forward. That's why we built a jobs marke...Show more
    Last updated: 21 hours ago • Promoted • New!
    Relationship Banker - Santa Clarita - Antelope Valley Area

    Relationship Banker - Santa Clarita - Antelope Valley Area

    Bank of America • Valencia, CA, US
    Full-time
    Job Opportunity At Bank of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run o...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Officer I-Burbank-Full Time

    Financial Services Officer I-Burbank-Full Time

    Logix Federal Credit Union • Burbank, CA, United States
    Full-time
    Financial Services Officer I-Burbank-Full Time.Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs.Develops member ...Show more
    Last updated: 1 day ago • Promoted
    Chief Financial Officer

    Chief Financial Officer

    MemorialCare • Long Beach, CA, United States
    Full-time
    MemorialCare seeks a collaborative, strategic, and dynamic finance executive to serve as the Long Beach campus medical center's next Chief Financial Officer (CFO). This is an exciting opportunity to...Show more
    Last updated: 23 days ago • Promoted
    Branch Teller I (or II)-Woodland Hills-PT 30hrs

    Branch Teller I (or II)-Woodland Hills-PT 30hrs

    Logix Federal Credit Union • Woodland Hills, CA, US
    Full-time
    The Branch Teller I (or II) is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, and other related transactions.Knowledgeably addressi...Show more
    Last updated: 30+ days ago • Promoted
    Member Services Officer I (or II)-Hybrid

    Member Services Officer I (or II)-Hybrid

    Logix Federal Credit Union • Valencia, CA, US
    Full-time
    Member Services Officer I Or II.The Member Services Officer I (or II) is responsible for providing "wow" level service to both members and co-workers in a contact center environment.Through effecti...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Officer I-Burbank

    Financial Services Officer I-Burbank

    Logix Federal Credit Union • Burbank, CA, US
    Full-time
    The Financial Services Officer I is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both de...Show more
    Last updated: 30+ days ago • Promoted
    Business Banking Officer-Hybrid

    Business Banking Officer-Hybrid

    Logix Federal Credit Union • Valencia, CA, US
    Full-time
    The Business Banking Officer works with new and existing business members by developing and adding value to their business relationship with the Credit Union. Under minimal supervision and in accord...Show more
    Last updated: 30+ days ago • Promoted
    Specialty Health Plans Auditor III Finance • •$5,000 Sign On

    Specialty Health Plans Auditor III Finance • •$5,000 Sign On

    LOS ANGELES CARE HEALTH PLAN • Los Angeles, CA, US
    Full-time
    Specialty Health Plans Auditor III Finance.The Specialty Health Plans Auditor III, Finance, is offering a $5,000 sign-on offer. This role is responsible for all aspects of planning, execution, repor...Show more
    Last updated: 1 day ago • Promoted
    Universal Banker II

    Universal Banker II

    Open Bank • Los Angeles, CA, United States
    Full-time
    OPEN to new ideas and opportunities for our clients and employees.We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive c...Show more
    Last updated: 1 day ago • Promoted
    Chief Financial Officer (Long Beach)

    Chief Financial Officer (Long Beach)

    MemorialCare • Long Beach, CA, US
    Part-time
    MemorialCare seeks a collaborative, strategic, and dynamic finance executive to serve as the Long Beach campus medical center's next Chief Financial Officer (CFO). This is an exciting opportunity to...Show more
    Last updated: 23 days ago • Promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border Protection • Moorpark, CA, United States
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Audit Senior

    Financial Services Audit Senior

    Withum • Los Angeles, CA, United States
    Full-time
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...Show more
    Last updated: 1 day ago • Promoted
    Consulting Partner | Commercial Financial Services

    Consulting Partner | Commercial Financial Services

    Guidehouse • Los Angeles, CA, US
    Full-time
    Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Officer I (or II)-Burbank

    Financial Services Officer I (or II)-Burbank

    Logix Federal Credit Union • Burbank, CA, US
    Full-time
    The Financial Services Officer I (or II) is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Officer I (or II)-Woodland Hills

    Financial Services Officer I (or II)-Woodland Hills

    Logix Federal Credit Union • Woodland Hills, CA, US
    Full-time
    The Financial Services Officer I (or II) is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker East Conejo Valley Area

    Relationship Banker East Conejo Valley Area

    Bank of America • Westlake Village, CA, US
    Full-time
    Job Opportunity At Bank Of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Officer I- Newbury Park-Full Time

    Financial Services Officer I- Newbury Park-Full Time

    Logix Federal Credit Union • Newbury Park, CA, United States
    Full-time
    Financial Services Officer I- Newbury Park-Full Time.Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs.Develops m...Show more
    Last updated: 1 day ago • Promoted