Financial Services Representative (FSR) Position Available In Caddo, Louisiana
Tallo's Job Summary: The Financial Services Representative (FSR) role involves managing deposit services and processing loans at a credit union. Responsibilities include account opening, closure, loan processing, and cross-selling products. This position requires a high school diploma, knowledge of financial services, loan processing experience, strong communication skills, and proficiency in basic computer skills. Previous experience in a financial institution is preferred.
Job Description
As a Loan Officer, you will play a pivotal role in delivering superior member service throughout the lending process, from account opening to various loan services. Your responsibilities will include managing deposit services such as account opening, closure, and maintenance, as well as processing loans, conducting loan interviews, and preparing applications for credit approval. Whether assisting members electronically or in-person, you will ensure a seamless experience while promoting and cross-selling our credit union’s products and services to enhance member relationships and loyalty. You will also be responsible for resolving member issues and inquiries effectively and professionally.
Job Requirements
- High school graduate or equivalent
- Strong understanding of financial services and products provided by the credit union
- Knowledge of loan processing functions, requirements, and procedures
- Previous experience with a full-service financial institution is preferred
- Excellent communication and interpersonal skills
- Proficiency in basic computer skills and willingness to learn new software/systems
