Financial Services Officer- North Idaho

Do you enjoy talking to people to help them through their problems? Do you feel confident in your ability to learn new information? Are you able to think critically to make recommendations?

If so, you could be the perfect candidate for our Financial Services Officer role at ICCU!

ICCU’s mission is to help our members achieve financial success. As a Financial Services Officer, you will assist our members with opening accounts, qualifying for loans, and understanding and taking advantage of the products and services offered by the Credit Union.

 

At work, your Primary Responsibilities will include: 

• Maintaining a strong focus on helping each Credit Union member achieve financial success.
• Assisting members and businesses with opening new accounts.
• Interviewing and qualifying members for loans of all types within the requirements of the loan policies established by the Credit Union.
• Making recommendations to members based on their full financial picture and personal financial goals.
• Researching and making appropriate corrections for members with account problems.
• Keeping your manager informed of member needs or desires regarding products, services, suggestions, and/or escalations.
• Promoting and cross selling Credit Union Services.
• Notarizing documents as determined by branch requirements.
• Handling deceased accounts until the accounts are closed or until owner roles are changed.
• Reviewing weekly and monthly reports.
• Backing up the teller line, as necessary. 

 

Before you apply, make sure you have:

• The ability to use a calculator and a computer.
• The ability to always maintain the confidentiality of Credit Union and member records.

 

Also, please let us know in your application if you have:

• A Bachelor's Degree or equivalent experience.
• One to two years of sales or customer service experience.

 

This role will also require some physical abilities including the ability to sit for extended periods of time, lift 20-40 pounds of office supplies, reach keyboards, and operate basic office machines.

 

You must be eligible for membership at Idaho Central Credit Union to obtain employment.

 

This role offers benefits, including:

• Competitive Pay
• Medical, Dental, & Vision Insurance 
• Generous Paid Time Off
• Paid Holidays
• Matching 401K AND Pension
• Tuition Reimbursement
• Employee Assistance Program
• Employee Wellness Program
• Paid Group Life and Disability Insurance
• Awesome Culture
• Business Discounts 
• And More

 

About ICCU:

 Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and you can feel it when you’re a part of it. ICCU was named a Best Place to Work in Idaho. Plus, we are a top financially performing credit union in the nation. ICCU was voted for large companies the Best Place to work in Idaho. We have also been named by S&P Global Market Intelligence as the top performing credit union in the nation. We are a talent-based organization looking for talented individuals to help our members achieve financial success.

ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.