Financial Services Officer - Loudon Branch (Bilingual/Spanish speaking required) at None

This position is based at our Loudon Branch (2859 Highway 72 in Loudon, TN). The deadline to apply for this opportunity is November 12, 2025. 

Role: The Financial Services Officer - Bilingual assists members and potential members with their Credit Union financial needs with regard to new accounts, loans, and notary services in a prompt, friendly, and efficient manner, both in person and on the phone, following current service model standards . The Financial Services Officer - Bilingual refers members to appropriate credit union personnel for services outside the scope of given responsibility. 

Essential Functions and Responsibilities: 

• Assists members with all financial transactions - answer questions about products and services, interview members to open, close, and/or maintain accounts and loans, and perform duties as a notary public. Obtains appropriate documentation/signatures and submit accordingly in a timely manner. Responds to requests from other branches and departments to assist with additional language needs.
• Recognizes and recommends additional products/services that will benefit members’ financial well-being.
• Promotes and actively participates in any branch promotions and credit union campaigns.
• Performs other job-related duties as assigned.

Experience: One year or more of customer service and sales experience is required. One month or more of Lending experience preferred. One year or more of financial services experience preferred. 

Education: A high school diploma or GED.

Other skills required:

• Excellent written and verbal communication skills required with the ability to effectively interact and make recommendations to all levels of the organization.
• Must possess attention to detail and mathematical ability to perform basic math skills.
• Excellent organizational and analytical skills and reasoning ability required.
• Must be proficient with Microsoft 365. 
• Strong customer service orientation is required. 
• Must be able to work well with others.