Charlotte Financial Services Officer

Develop new business by promoting Credit Union services to members, opening accounts including certificates and IRAs, and processing consumer loans from application to disbursement. Provide high-quality member service by handling teller duties, balancing cash, managing safe deposit boxes, and resolving account complaints or fraud claims. Cross-sell financial products and refer mortgage leads while completing required documentation and regulatory training. Make outbound calls to support business development goals and assist with onsite visits to potential employee groups. Maintain accuracy in all transactions and adhere to safety policies under the Branch Manager's direction.