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Senior Personal Financial Officer-Franklin

Customer Service




We are seeking a full-time Personal Financial Officer to join our Franklin branch. The PFO helps credit union members with various financial needs. Hours include rotating Thursday and Friday evenings and Saturdays.


Duties / Responsibilities:

  • Explains and opens accounts for members as requested.
  • Cross sells products and services, and makes referrals to the Landmark Investment Center.
  • Takes loan applications, obtains credit reports, and underwrites loans within approval limits.
  • Handles account related questions and problem-resolution as needed.
  • Performs other duties as assigned.

Required Experience

  • High school diploma or equivalent.
  • Must have or be able to attain a Wisconsin life insurance license.
  • Must have or be able to attain National Mortgage Licensing System registration (NMLS #).
  • Excellent written and verbal communication skills.
  • Familiarity with computer systems used for the job.
  • Knowledge of the credit union’s various products and services.