Financial Services Officer – Hoover

Hoover, Alabama

Job ID: 28997
Posted: 2021-07-29
Employment Type: Contract-to-Hire
USDPay Rate: $USD17.5 Hour

ITAC Solutions is assisting a client in the Birmingham area in their search for a Financial Services Officer. This person must possess a thorough knowledge of financial products and services.   


What you’ll be doing (duties of this position):

  • Maintain excellent communication with customers and support member retention
  • Develop sales leads and cross-sell products and services
  • Analyze member needs, describe loan programs, and provide recommendations for loan options
  • Evaluate credit information and various reports to ensure compliance with company guidelines and federal regulations
  • Act as a teller as needed
  • Interview loan applicants and complete loan applications
  • Balance branch vault as needed
  • May perform other duties as assigned


What you’ll need to be considered (requirements):

  • High School Diploma or GED
  • At least 1 year of similar or related experience in retail sales or a financial institution  
  • Excellent written and verbal communication skills
  • Possess understand of IRS’s
  • Comfortable in a fast-paced environment


ITAC Solutions