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Financial Service Officer Jobs (NOW HIRING)

The GEO Group

FOOD SERVICE OFFICER

Baldwin, MI · On-site

$29/hr

At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial ... The Food Service Officer is a correctional food service position assigned to maintain custody, care ...

The GEO Group

FOOD SERVICE OFFICER

Baldwin, MI · On-site

$29/hr

At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial ... The Food Service Officer is a correctional food service position assigned to maintain custody, care ...

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Financial Service Officer information

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$29K

$56.6K

$100.5K

How much do financial service officer jobs pay per year?

As of Sep 11, 2026, the average yearly pay for financial service officer in the United States is $56,584.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What is a financial service officer?

Financial Service Officers are professionals who assist clients with a variety of financial needs, such as opening accounts, processing loans, and providing information about financial products and services. They typically work at banks, credit unions, or other financial institutions and serve as the primary point of contact for customers. Their responsibilities often include responding to inquiries, cross-selling financial products, and ensuring compliance with relevant regulations. Strong communication and customer service skills are essential for this role.

What are the key skills and qualifications needed to thrive as a financial service officer?

To thrive as a Financial Service Officer, you need strong analytical skills, financial knowledge, and a relevant degree such as finance, business, or accounting. Familiarity with banking software, customer relationship management (CRM) systems, and industry certifications like FINRA Series 6 or 7 is often required. Excellent interpersonal skills, attention to detail, and problem-solving abilities help build client trust and manage financial products effectively. These competencies are crucial for ensuring compliance, delivering quality service, and supporting clients' financial goals.

What are some common challenges financial service officers face when managing client relationships?

Financial Service Officers often encounter challenges such as balancing personalized client service with regulatory compliance, staying current with evolving financial products, and managing high volumes of client inquiries. They must effectively communicate complex information in an understandable way, while also handling sensitive financial data responsibly. Building trust and rapport with clients, particularly during periods of market volatility, is crucial to long-term success in this role.

What is the difference between Financial Service Officer vs Loan Officer?

AspectFinancial Service OfficerLoan Officer
CredentialsCertifications like CFP or relevant financial licensesLoan origination licenses, such as NMLS
Work EnvironmentBank branches, financial institutions, client meetingsMortgage or loan offices, client consultations
Employer & IndustryBanks, credit unions, financial service firmsMortgage companies, banks, credit unions
Search & Comparison IntentUnderstanding financial advisory roles and servicesLoan application processes and mortgage services

The main difference is that a Financial Service Officer provides a broad range of financial advice and services, while a Loan Officer specializes in evaluating and approving loan applications. Both roles require financial knowledge and certifications, but their focus areas and work environments differ.

Who are the top companies hiring for Financial Service Officer jobs?

The top employers for Financial Service Officer jobs are:

What states have the most Financial Service Officer jobs?

States with the most job openings for Financial Service Officer jobs include:

What are popular job titles related to Financial Service Officer jobs?

For Financial Service Officer jobs, the most frequently searched job titles are:

Financial Service Officer jobs near you
Infographic showing various Financial Service Officer job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $56,584 per year, or $27.2 per hour.

Financial Service Officer

Atlanta, GA • On-site

Credit Union of Atlanta
Finance and Insurance • 11 - 50 employees
Learn more about Credit Union of Atlantaexternal

Full-time

Re-posted 7 days ago

Job description

Description:


Position Title: Financial Services Officer (Consumer Loan) 


Job Function: Responsible for performing a broad variety of member services such as opening and  

closing accounts, renewing certificate accounts, assisting members with account research to resolve discrepancies, and cross-selling ancillary deposit products and services such as debit cards, digital banking services, and identity theft products. Receives, reviews, interviews and processes applications for consumer, home equity and credit card loans and lines of credit. The Financial Services Officer will embrace and promote the Credit Union of Atlanta’s culture and "Beacon of Excellence" behaviors to ensure that our members receive the “Total Member Experience” at all times.



Duties and Responsibilities:

  • Performs daily member services, such as opening and closing accounts.
  • Presents, Identifies, recommends and promotes products and services in order to build a financial relationship in alignment with the Credit Union’s business strategy. 
  • Counsels members regarding money management and financial matters.
  • Resolves member account discrepancies by performing file maintenance and account changes as needed.      
  • Recommends appropriate products and services to meet or exceed these goals, including GAP, Warranty and Credit Life and Disability Insurance for loan products.
  • Interviews and assists members with the loan application process to ensure completeness of information.
  • Evaluates loan application by gathering background information on loan applicants, verifies employment and income, obtains credit bureau reports, verifies existing debts. 
  • Estimates and recommends monthly payments for any outstanding debts not listed and adds into calculation for debt ratios.
  • Completes HYLS scoring model for each application required. 
  • Determines collateral needs and value of collateral, recommends loans for approval. 
  • Determines collateral needs and payment plans for members applying for loans.
  • Notifies applicants of loan decisions by phone within one hour and requests additional information if required. 
  • Explains reasons for denial or counter-offer and explores options for members who are denied or countered.
  • Processes applications from the online queue and prepares them for submission to underwriting.
  • Coordinates loan closings between the member and the Loan Processor. 
  • Ensures that each loan is promptly and properly prepared, documented, processed and disbursed in accordance with the Credit Union’s loan quality standards.
  • Responsible for meeting production and other sales goals on a monthly basis.
  • Complete loan documents and disburse funds when required.
  • Ensures that lending activities are conducted in accordance with established Credit Union policies and procedures, and are legally compliant. 
  • Identifies fraudulent activity to prevent potential loss.
  • Maintains orderly loan files with supporting documents, including scanning required documents into the system regularly.
  • Demonstrates a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act. Office of Foreign Assets & Control, Anti-Money Laundering, Gramm-Leach-Bliley and other confidential information laws and regulations, Bank Bribery Act, Equal Credit Opportunity Act, Truth-in-Lending Act, Truth-in-Savings Act,  SAFE Act, and the Fair Credit Reporting Act.
  • Assist in any area as directed by the Financial Center Manager.

Qualifications:

Strong sales and service skills. 

Excellent member service skills. 

Effective written and oral communication skills. 

Willing to learn new tasks, and accept changes and new responsibilities.


Education: 

High school diploma 


Experience:   

1-3 years Member Service experience in a credit union or banking environment
 

OTHER:  

  • Good interpersonal skills
  • Good sales skills
  • Microsoft Office Applications (MS Word, Excel, PowerPoint)
  • Organization and problem-solving skills 
  • Time Management skills, and the ability to meet deadlines
  • Excellent written and oral communication skills
  • Flexible hours and some Saturdays
Requirements: