MyPoint Credit Union

Financial Planning and Analysis

• Serve as the primary contact for consumer and business members seeking financial solutions
• Build relationships by understanding member needs and providing exceptional service
• Recommend deposit products, loan solutions, wealth management services, and insurance/protection products
• Open new memberships and accounts while ensuring regulatory and policy compliance
• Conduct financial needs assessments and loan interviews
• Recommend lending and financial solutions based on member goals and circumstances
• Process loan applications and maintain required documentation
• Conduct outbound calls to members, prospects, and Select Employer Groups
• Participate in community events, networking, and business development activities
• Promote MyPoint Credit Union products and services to generate new business
• Identify opportunities for referrals and additional services
• Perform notary services as needed
• Serve as Manager on Duty when the Branch Manager is absent
• Support team initiatives, branch success, and assigned projects
• When assigned to the call center, schedule appointments, assist with card services, review Remote Deposit Access requests, respond to digital inquiries, and support online and mobile banking
• Follow applicable laws, regulations, policies, security procedures, and fraud-prevention requirements
• Protect the confidentiality of member information

Financial Services Officer I