We are seeking a full-time Personal Financial Officer to join our MAYVILLE branch. The PFO helps credit union members with various financial needs while providing exceptional member service. This position supports the overall functions of the branch. Hours include rotating Thursday and Friday evenings and Saturdays.

DUTIES / RESPONSIBILITIES:

• Works loan pipelines, understands loan documentation and follows through to obtain all required documentation from members.
• Provides solutions to members regarding financial products and services. Opens savings products, IRA/HSA products, and service requests.
• Cross sells accounts and loans, including making referrals to Landmark Investment Center.
• Consistently sells GAP and Payment Protection to members.
• Provides required disclosures to applicants.
• Resolves member issues/problems and competently responds to member inquiries.
• Educates members as to the use of available automated systems in order and sets them up for these services.

Required Skills Required Experience

• High School Diploma or equivalent and two years of customer service experience in a financial institution.
• Prior teller or lending experience preferred.
• Demonstrated ability to understand and explain credit bureau reports, liaise with members in satisfying loan stipulations, schedule closings and process loan documents.
• Demonstrated ability in understanding and recommending appropriate deposit and loan products based on member need.
• Demonstrated ability in providing excellent customer service.
• Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
• Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
• Must have or be able to attain National Mortgage Licensing System registration (NMLS#).
• Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related state and federal laws and regulations.

EO/AA EMPLOYER; INCLUDING VETERANS AND INDIVIDUALS WITH DISABILITIES. 

GENERAL QUALIFICATIONS:   The AL Crew Leader emphasizes Leadership, Conservation, and Corpsmember Development.

LEADERSHIP – Crew Leader's must have experience or a strong desire to mentor a diverse group of young individuals.  Must provide leadership in AL’s service programs and work alongside CLDP to maintain crew functions. They will lead, mentor, manage, and participate in the day-to-day details of crew life at work.  Leadership duties with AL require that all crew leaders must have a clean driving record (insurable) and a current driver’s license.  IF YOU HAVE ANY MAJOR DRIVING INFRACTIONS WITHIN THE PAST 5 YEARS (I.E. DUI, DWI, ACCIDENTS, RECKLESS ENDANGERMENT, ETC.), PLEASE CHECK WITH AL STAFF TO CONFIRM WHETHER OR NOT YOU ARE INSURABLE.  FINAL ACCEPTANCE DECISIONS ARE CONTINGENT UPON YOUR DRIVING RECORD.  INDIVIDUALS THAT CANNOT BE INSURED UNDER AL’S INSURANCE POLICY MAY NOT BE SELECTED FOR THE CREW LEADER PROGRAM.

CONSERVATION – Previous experience with a conservation corps is preferred but not required. Participants will spend their term with AL learning and strengthening their conservation skills on projects throughout their communities and the Southwest. These skills will include, primarily, trail maintenance and construction and forestry work; additional skills that may be gained (depending on contract work) include fencing, invasive species identification and eradication, stream and river restoration, habitat restoration, ecological restoration, campground improvement, and rock work. Members will receive training and certification on the proper use and safety of a chainsaw (if applicable).

CORPSMEMBER DEVELOPMENT – Previous experience as an outdoor educator and/or mentor is preferred but not required.  Must have a strong desire to teach and implement a Corpsmember Development Program which includes personal, professional, and educational components. CLDP participants spend their first 8-12 weeks familiarizing themselves with this program and practice facilitating different aspects of the program with the rest of the crew.  During this time, Crew leaders will mentor Crew Members.

IN ADDITION CREW LEADER PARTICIPANTS MUST UNDERSTAND THE NEED FOR:

COMMITMENT – Participants must make a strong commitment to complete all aspects of the program including conservation projects, education, training and national service.  Participants must commit to participating in all crew activities, including service days in local communities.

SAFETY - Crew leaders are required to establish and maintain a culture of safety on their crew during all program activities. Crew Leaders must also enforce all safety Protocols.

PROFESSIONALISM –  participants must be willing to follow all AL policies, maintain professional boundaries, and appropriately represent Ancestral Lands and AmeriCorps. Participants are also required to be TOLERANT OF DIVERSITY; respecting the differences of others.

TEAMWORK – Crew Leaders and members must be willing to demonstrate teamwork and respect for others and a commitment to group decisions.

TECHNOLOGY – The use of technology, including cell phones, iPods, MP3 players, and other battery powered devices is not allowed during all work, chore, group and meal times as well as during de-rigs and rig-up.  Members must agree to not use these types of technology while participating in these activities and must agree to help regulate this important AL policy when in a leadership position.

SUBSTANCE FREE – participants MUST be willing and able to refrain from tobacco products, alcohol, and/or drugs while participating in the AL program.

FITNESS – Projects involve hiking, heavy lifting and repetitive motions.  Ancestral Lands projects are physically demanding.  Projects can sometimes take place at elevations well above 8,500 feet. Crew Leaders should be ready to confront these conditions while being able to help and encourage crew members.

CITIZENSHIP – Corpsmember must be a United States Citizen or Permanent Resident