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Mortgage & Banking

Palmer Group is partnering with a well-established organization to search for a Credit Union Financial Counselor. This company is growing and wants the individual in this role to grow with them. If this background pertains to your experience, we would like to discuss this opportunity with you!  

Responsibilities:

  • Assess the overall financial health of credit union members to make a recommendation for their financial journey
  • Open new accounts, IRAs, and CDs, performing account maintenance
  • Perform a broad range of lending activities, including origination, documentation, and closing of loans
  • Develop member relationships and identify financial health opportunities
  • Balance work and cash drawers daily
  • Make sound decisions balancing the member’s needs and the organization’s policies

Requirements:

  • 1-3 years of consumer lending experience
  • Willing to earn a financial counselor certification from an outside organization
  • Strong verbal and written communication
  • High school diploma required, some college experience preferred

Work Model:

  • On-Site

Interested and qualified candidates can contact Shelby Mensen at (515) 225-7000 or email her at smensen@thepalmergroup.com.

Ref: JOB-39063

Shelby Mensen

Senior Recruiter

smensen@thepalmergroup.com

(515) 225-7000

3737 Woodland Ave, Suite 200, West Des Moines, IA 50266


    • Job type: Direct Hire
    • Location: Des Moines, Iowa
    • Date posted:
    • Salary:$40000 - $50000