Logix Federal Credit Union

Financial Planning and Analysis

• Develops member relationships by providing high-quality sales and service and identifying member financial needs.
• Personal selling of financial products including savings and depository products, consumer loans, VISA cards, auto loans, consumer loan insurance products, and Real Estate Mortgage Loans.
• Assists members in the selection of, completion and submission of real estate mortgage loans (purchase and refinances).
• Uses credit scoring, sound lending practices, regulatory requirements and judgment to make lending decisions and explain denials, offering options like Credit Counseling to improve FICO score.
• Provides advice and assistance to members on budget counseling, consolidations, pay methods and other financial needs.
• Participates in marketing campaigns, member awareness seminars, and works with outside sources to generate business.
• Ensures compliance with applicable laws, regulations, and Credit Union policies and may assist with branch audits.
• Executes the Member Experience standards (concierge station, needs assessment, appointments, member escort).
• Responds to member inquiries in person, via telephone, mail or internal referral; works with Branch Management to promote loan growth and generate referrals.
• Processes member transactions including opening new accounts, consumer loan applications, loan fundings and required documentation; responsible for quality and accuracy of work.
• Assists Sales Manager with SEG sign up events, benefit fairs and participates in staff development and training of other staff.
• Performs routine office and clerical duties, may maintain a cash drawer, assist with daily branch balancing and complete related documents.

Financial Services Officer I

• Provides enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and the LFCU team
• Cultivates strong member relationships by providing exceptional service to both new and existing members while educating and helping them identify their financial needs, opening and maintaining new/existing accounts, and recommending suitable financial products
• Executes daily operations of the Credit Union's Member Experience protocols according to established standards
• Proactively manages staff schedules and coordinates with the team to ensure adequate coverage during business hours and availability on the sales platform, including analyzing peak times and adjusting staffing
• Contributes to the retail branch office sales goals by having a strong working knowledge of the comprehensive range of financial products
• Participates in business development activities including making outbound calls to introduce products and services and highlight promotions
• Contributes to the profitable growth of the branch by participating in marketing campaigns, community events and member awareness seminars
• Processes member transactions such as deposits, withdrawals and requests for information efficiently, accurately, and promptly
• Performs teller and referral functions, processes fraud claims and reissues/re-pin's debit and credit cards
• As directed, manages a cash drawer while adhering to assigned limits and policies and ensures the cash drawer is in balance daily
• Contacts members by phone using daily reports to assess satisfaction and addresses/resolves member questions or escalates as needed
• Ensures compliance with relevant laws, regulations, and Credit Union policies (e.g., Truth in Savings Act, Bank Secrecy Act, Fair Lending Practices)
• Participates in staff development programs and other duties as assigned

Financial Services Officer I

Financial Services Representative