Member Service Rep I

All In Credit Union•Enterprise, AL

7d•$19 - $28

About The Position

The Member Service Representative I is a branch operations role supporting members’ financial needs and helping ensure that loans, products, and services are handled accurately and in accordance with Credit Union standards. The position includes loan and account processing, financial transactions, compliance tracking, member communication, and administrative work. The representative also helps identify opportunities to connect members with Credit Union products and services and acts as the Membership Officer to support member satisfaction. The role requires up to three years of related experience in a financial or banking environment and a high school diploma or GED. The employee must be willing to register and participate in NMLS, complete annual BSA training, and maintain knowledge of applicable laws and regulations. Notary Public certification may be required.

Requirements

Up to 3 years of related experience in a financial or banking environment.
High school diploma or GED.
Excellent communication skills and the ability to interact professionally with members and colleagues.
Knowledge of BSA/OFAC compliance and the ability to assist members with related inquiries.
Willingness to register and participate in NMLS.
Must complete annual BSA training and maintain knowledge of applicable laws and regulations.

Nice To Haves

Notary Public certification may be required.

Responsibilities

Assist members with loan and credit card applications and ensure required documentation is complete and accurate.
Process and disburse loan proceeds, maintain documentation, and schedule loan closings with members.
Complete month-end reporting and ensure compliance with internal standards.
Help members open and close accounts, including investment and IRA accounts, and maintain current records.
Conduct checks such as SSN verification to prevent fraudulent accounts or accounts with outstanding balances.
Serve as a liaison between members and departments to ensure clear communication.
Process and authenticate deposits, withdrawals, loan payments, wires, and other financial transactions.
Identify opportunities to cross-sell Credit Union products and services.
Perform administrative work, including filing, data entry, equipment maintenance, and answering phones.
Register and participate in the Nationwide Mortgage Licensing System and Registry (NMLS) as required.
Provide notary services, if applicable, in compliance with state regulations.
Act as the Membership Officer and support high levels of member satisfaction.
Complete annual BSA training and maintain knowledge of applicable laws and regulations.