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Job description
Summary/Objective:
The Universal Member Service Representative is responsible for delivering exceptional member service by handling a wide range of banking transactions, providing expert advice on financial products, and meeting the consumer lending needs of our members. This role requires a deep understanding of credit union operations, consumer lending practices, and a commitment to fostering strong relationships with members.
Duties/Responsibilities:
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Accurately handle member and non-member transactions
Responding to member and potential member inquiries
Balance and detail (cash drawer, recycler, coin machine and vault as scheduled - daily, weekly, etc.)
Reconcile all ITM accepted negotiable items against reports for accuracy - weekly, if applicable
Answer phones
Accurately open and close accounts, while ensuring required forms and records are completed in compliance with internal policies and statutory regulations.
Order/count cash
Ensure all audit and security policies and procedures are followed
Scan negotiable items and other member documents
Process night drop deposits and payments
Verify and balance Travel and Gift cards
Order supplies for location
Compile End-Of-Month work
Process check orders
Filing, shredding, etc.
Assist with loan applicants including processing and closing loan applications
Assist Branch Manager and other team members
May be required to handle responsibilities during Manager's absence
Required education and experience 12 - 18 months credit union experience or other financial institution experience with internal sales experience
High School diploma, GED, or Equivalent Certificate
Associates or Bachelor's degree preferred
Complete satisfactorily all in-house training
Exceptional interpersonal and communication skills
A strong understanding of delivering exceptional member service.
Proficient computer/technology skills
REGISTRATIONS
This position requires registration as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Lending System (NMLS) and registry on an annual basis in addition to maintaining updates as needed. Must be registered and approved by the NMLS registry within sixty days of hire date. Failure to register or maintain a current registry, or any criminal activity that would bar continued participation as a MLO may result in disciplinary action, up to and including termination of employment.
Worksite address
carmel, IN, 46033, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.