Member Service Representative II

FORT FINANCIAL CREDIT UNION • Auburn, IN

4d • Onsite

About The Position

Fort Financial Credit Union is a community-focused organization that invests in employee well-being and development. Its mission is to build financial relationships with members and serve as their trusted financial advisors. The Member Service Representative identifies and serves members’ financial needs, provides exceptional service and financial education, and connects members with appropriate credit union products and services. The position offers exposure to branch leadership and lending. The ideal candidate has strong interpersonal skills, attention to detail, a commitment to accuracy and service, an interest in growth, and the ability to contribute to a positive team environment. This is a full-time position in Auburn, Indiana, during banking hours, Monday through Friday.

Requirements

• One to three years of similar or related experience.
• General experience and knowledge using computers and technological applications.
• Ability to communicate effectively, multitask, and solve problems using sound reasoning.
• Ability to perform basic math, including addition, subtraction, multiplication, and division.
• Strong understanding of lending processes and regulations.
• High school diploma, GED, or equivalent.

Nice To Haves

• Banking and/or lending experience.

Responsibilities

• Deliver exceptional customer service by proactively providing value and educating members to support their financial wellness.
• Identify opportunities to match credit union products and services with members’ financial needs.
• Provide leadership support in the branch by serving as a resource for team members, fostering collaboration, and stepping in when leadership coverage is needed.
• Ask clarifying questions to understand member needs and guide them through loan transactions, including purchases, refinances, and consolidations.
• Calculate loan amounts, interest, and fees.
• Partner with members to collect and verify required documentation and facilitate a smooth, timely loan process.
• Explain the features and benefits of business account openings, Individual Retirement Accounts (IRAs), home equity lines of credit (HELOCs), debt and GAP protection products, and second mortgages.
• Collaborate with team members to achieve branch goals and objectives.
• Maintain an NMLS license and meet continuing education requirements.
• Stay informed about industry trends and changes to products or services.
• Follow credit union policies and procedures to comply with regulatory requirements.

Benefits

• Education and scholarship assistance.
• Training and career development programs.
• Paid time off and 13 paid holidays.
• Pension and 401(k) retirement plans.
• Health, dental, and vision insurance plans.
• Flexible spending account and health reimbursement arrangement.
• Employer-paid life insurance and voluntary life insurance.
• Employer-paid short-term and long-term disability insurance.
• Accident, critical illness, and hospital confinement plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED