Financial Services Officer I

Located in Tyler, TX

Salary: 18-20/hr

Job Title: Financial Services Officer I (FSO I)
Location: East Texas
Schedule: Full-Time

Job Summary:
The Financial Services Officer I (FSO I) is responsible for delivering exceptional member experiences while supporting a wide range of financial services. This role combines new accounts, lending, and teller responsibilities, with a strong focus on building relationships, identifying member needs, and driving product and service adoption.

Key Responsibilities:

• Open, maintain, and close member accounts, including checking, savings, IRAs, and certificates (CDs)
• Assist members with account maintenance, troubleshooting, and general financial inquiries
• Process certificate renewals, account updates, stop payments, and other service requests
• Perform teller functions including deposits, withdrawals, loan payments, wires, and cash handling
• Interview members for consumer loans, complete applications, and guide loans through processing and funding
• Explain loan options, terms, and rates while ensuring accurate and timely documentation
• Proactively identify opportunities to cross-sell financial products and services
• Build and maintain strong member relationships to support retention and growth
• Ensure compliance with all credit union policies, procedures, and regulatory requirements (including BSA)
• Maintain accurate records, documentation, and reporting

Qualifications:

• 6 months to 2+ years of experience in banking, credit union, or financial services (teller, CSR, or loan processing)
• Strong understanding of deposit accounts, consumer loans, and general banking operations
• Knowledge of compliance regulations including BSA, CIP, and KYC preferred
• Proficiency in Microsoft Office (Word, Excel, Outlook) and general computer systems
• Strong attention to detail, organization, and problem-solving skills
• Ability to manage multiple tasks in a fast-paced environment

What We’re Looking For:

• A relationship-driven professional who delivers exceptional customer/member service
• Someone who can confidently guide members through financial decisions
• A team player who takes initiative and follows through
• Strong communicator with a high level of professionalism and integrity

Physical & Work Environment:

• Primarily office-based with standard business equipment
• Frequent sitting, typing, and customer interaction
• Ability to handle cash transactions and perform repetitive tasks

Apply Now