Qureos Mentor

LANDMARK CREDIT UNION

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
 
This 40 hr/week position requires working weekdays and every other Saturday.
 BRANCH HOURS
 Monday through Thursday, 8:30 AM to 5:30 PM
 Friday, 8:30 AM to 6 PM
 Saturday, 9 AM to 1 PM
 
NATURE AND SCOPE
 
This position reports to the Branch Manager or Assistant Branch Manager and is responsible for assisting members with a broad range of financial needs. The Personal Financial Officer is a trusted resource to members by identifying appropriate deposit and lending solutions, originating consumer loans, and supporting members through the application and closing process.
 
This position is accountable for opening and maintaining deposit relationships, processing home equity loan applications, and ensuring all required documentation and disclosures are completed accurately and timely.
 
The Personal Financial Officer contributes to overall branch performance by building member relationships, identifying sales opportunities, and supporting day-to-day branch operations.
 
REQUIREMENTS
 
1. High School Diploma or equivalent with a minimum of two years of customer service or sales experience preferably within a financial institution. A combination of education and experience will also be considered.
 2. Prior teller or lending experience preferred.
 3. Demonstrated ability to understand and explain credit bureau reports, liaise with members in satisfying loan stipulations, schedule closings and process loan documents.
 4. Demonstrated ability in understanding and recommending appropriate deposit and loan products based on member need.
 5. Demonstrated ability in providing excellent customer service.
 6. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
 7. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
 8. Must have or be able to attain National Mortgage Licensing System registration (NMLS#).
 9. Must have a thorough understanding of company policies and procedures as they relate to this position.
 
10. Must understand and comply with all job-related state and federal laws and regulations.
 
PRINCIPAL ACCOUNTABILITIES
 
1. Works loan pipelines, understands loan documentation and follows through to obtain all required documentation from members.
 2. Provides solutions to members regarding financial products and services. Opens savings products, IRA/HSA products, and service requests.
 3. Cross sells accounts and loans, including making referrals to Landmark Investment Center.
 4. Consistently sells GAP and Payment Protection to members.
 5. Provides required disclosures to applicants.
 6. Resolves member issues/problems and competently responds to member inquiries.
 7. Educates members as to the use of available automated systems in order and sets them up for these services.
 
8. May be required to attend training at headquarters or an off-site location.
 9. Performs other duties as assigned.
 
EEO/Veterans/Disabled

Personal Financial Officer

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
 
NATURE AND SCOPE: 
Reports to the Regional/Market Manager. Oversees branch operations related to sales, service, security, and compliance. Develops new procedures and improves existing procedures to enhance the member experience within the branch. Responsible for hiring, training, development, coaching, and performance management of all branch staff.
 
REQUIREMENTS: 
1. High school diploma or equivalent required. College degree preferred. Prior management experience required with a minimum of two years of supervisory experience in a financial environment. An equivalent combination of education and experience may be considered.
 2. Demonstrated ability to balance multiple priorities and manage a variety of projects in a high-volume work environment with strong attention to detail.
 3. Excellent verbal and written communication, problem-solving, organizational, and independent work skills.
 4. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
 5. Working knowledge of core banking systems and platforms.
 6. Must have, or be able to obtain, National Mortgage Licensing System registration (NMLS#) and be licensed, or be able to obtain licensure, to sell credit insurance.
 7. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must understand and comply with all job-related state and federal laws and regulations.
 
PRINCIPAL ACCOUNTABILITIES: 
1. Fosters a culture of Belonging aligned with Landmark’s vision, mission and values.
 2. Manages branch staff, including hiring, training, scheduling, timecard approvals, performance management, coaching, and development.
 3. Ensures members receive high-quality, efficient, friendly, and professional service while maintaining the organization’s policies and procedures.
 4. Resolves complex or unresolved member situations or escalates as necessary.
 5. Develops monthly branch sales goals, educates and coaches associates on products and services, and monitors associate performance toward assigned goals, incentive systems, and contests.
 6. Supports Landmark’s community involvement and participates in community activities.
 7. Responsible for the profitable operation of the branch within budget guidelines and established objectives, including cash control, cash flow, and accurate posting of all transactions.
 8. Ensures the branch complies with security procedures and BSA/OFAC regulations and guidelines, including audit and risk management.
 9. Acts as a loan officer within assigned approval limits.
 10. May be required to attend training at headquarters or an off-site location.
 11. Performs other duties as assigned.
 
EEO/Veterans/Disabled

Manager, Branch

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
 
This position requires working varying full-day weekday shifts and every Saturday.
 
BRANCH HOURS
 Monday through Thursday, 8:30 AM to 5:30 PM
 Friday, 8:30 AM to 6 PM
 Saturday, 9 AM to 1 PM
 
NATURE AND SCOPE
 
Performs transactional duties to serve members by receiving or paying out funds with high accuracy. Provides cash receipt and payment services in accordance with credit union policies and procedures. Presents and explains a basic number of credit union products and services to members. Represents the credit union in a positive and professional manner.
 
REQUIREMENTS
 
1. High School diploma or equivalent.
 
2. Previous work experience with cash handling or customer service preferred.
 
3. Must possess excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently and within deadlines.
 
4. Must have experience or be able to gain proficiency in all programs and systems used for this job.
 
5. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and all job-related State and federal laws and regulations.
 
6. Must be able to stand for long periods of time.
 
PRINCIPAL ACCOUNTABILITIES
 
1. Provides friendly, courteous, and expedient teller and other related services to members resulting in a balanced cash drawer daily.
 
2. Cross-sells other member services.
 
3. Processes mail deposits and withdrawals.
 
4. May assist in balancing the ATM (if not performed by an outside source).
 
5. May train to perform open/closing duties (with manager on site).
 
6. May train to verify checks for other tellers.
 
7. May train to perform overrides.
 
8. May be cross trained to help in other positions within the branch.
 
9. May be required to attend training at headquarters or an off-site location.
 
10. Performs other duties as assigned.
 
EEO/Veterans/Disabled

Teller I, PT

Join LANDMARK CREDIT UNION and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

LANDMARK CREDIT UNION

About Company

Personal Financial Officer

Manager, Branch

Teller I, PT