Financial Success Specialist

Financial Success Specialist (Full time)

About Us

LOC Credit Union is dedicated to helping our members achieve their financial dreams through personalized service, smart banking solutions, and strong relationships. We operate on the "Let's win together" principle. As a trusted community institution, we aim to make banking straightforward.

Job Summary

We're looking for a friendly, knowledgeable, and member-focused Financial Success Specialist at our Farmington branch. You will be a versatile team member, supporting both cash and member service functions. Your main goal will be to provide outstanding service while enhancing our members' financial well-being. You will play a vital role in building strong relationships, ensuring member satisfaction, and contributing to the branch's overall success. This involves accurately processing transactions, adhering to policies and increasing member awareness of our products and services. The starting pay for this position is $20.51 per hour.

Responsibilities

• Manage member requests efficiently and accurately, aligning with their financial goals
• Use active listening to recommend suitable products and services
• Resolve issues effectively
• Possess expertise in complex products including but not limited to: IRAs, business loans, trusts and home equity products
• Serve as a Notary Public and provide Signature Guarantee Medallion services
• Work at least one Saturday per month and travel between branches as needed

We offer a competitive salary, 401K matching up to 5%, comprehensive benefits (health, dental, vision, life insurance), competitive PTO, 14 paid holidays (plus your birthday off!), and a supportive team culture.

Apply Today

Ready to help our members win financially and advance your career? Apply now to join LOC Credit Union!