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Job description
Member Service Representative
Are you passionate about delivering exceptional customer service, helping others achieve financial security, and making a difference in your community? As a Member Service Representative, you'll be a cornerstone of our branch operations, ensuring seamless delivery of loans, products, and services while upholding the highest standards of quality and compliance. Your role will encompass everything from processing loans and maintaining accurate records to providing financial solutions that meet our members' needs. This is an ideal opportunity for a detail-oriented professional who thrives on organization, multitasking, and making a meaningful impact.
Key Responsibilities
Loan Processing: Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate.
Loan Disbursement: Process and disburse loan proceeds, verify documentation, and schedule loan closings with members.
Compliance and Reporting: Complete month-end reporting, ensure adherence to internal standards, and maintain compliance with applicable regulations.
Account Services: Help members open and close accounts, including investments and IRAs, while keeping records accurate and up to date.
Fraud Prevention: Conduct SSN verifications and other checks to prevent fraudulent or non-compliant account activities.
Member Communication: Act as a liaison between members and internal departments to ensure clear and effective communication.
Transaction Processing: Handle deposits, withdrawals, loan payments, wires, and other financial transactions with accuracy.
Cross-Selling: Identify opportunities to recommend Credit Union products and services that align with members' needs.
Administrative Support: Perform tasks such as filing, data entry, equipment maintenance, and answering member inquiries.
NMLS Registration: Register and participate in the Nationwide Mortgage Licensing System and Registry as required.
Notary Services: Provide notary services in compliance with state regulations (if applicable).
Membership Advocacy: Serve as the Membership Officer, ensuring member satisfaction and adherence to Credit Union standards.
What You Bring to the Team
Experience: Up to 3 years in a financial or banking environment.
Education: High school diploma or GED.
Interpersonal Skills: Exceptional communication and interpersonal abilities to connect with members and colleagues.
Technical Skills: Familiarity with BSA/OFAC compliance and the ability to assist members with related inquiries.
Certifications: Willingness to register with NMLS; Notary Public certification may be required.
Continuous Learning: Completion of annual BSA training and a commitment to staying informed about relevant laws and regulations.
Why Join Us?
At All In Credit Union, we're dedicated to creating a supportive and inclusive environment where both members and team members feel valued. As part of our team, you'll have opportunities for professional growth, community involvement, and a chance to make a meaningful difference.
Our workplace culture is guided by our values, embodied in Sparkle: Smiling - Passionate - Accountable - Resilient - Kind - Listener - Empathetic Commitment to Equal Opportunity.
All In Credit Union is an Equal Opportunity Employer. We are dedicated to fostering an inclusive and member-focused environment, accommodating employees with disabilities while ensuring exceptional service. We proudly support diversity and are committed to being an Equal Opportunity Employer of Females, Minorities, Veterans, and Disabled individuals. We maintain a drug-free workplace.
Ready to Make a Difference?
If you're driven by integrity, inspired by teamwork, and ready to make a positive impact, we'd love to have you on our team. Apply today and join us in transforming lives through financial solutions and exceptional service!
Worksite address
century, FL, 32535, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.