Microsoft-office Remote-emplois à loudon ∙ Page 1

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.