Floater Member Service Representative

All In Credit Union•Santa Rosa Beach, FL

2d•Onsite

About The Position

This position will float between the branches located in Century, Fl; Crestview, Fl; DeFuniak Springs, Fl; Panama City Beach, Fl; Santa Rosa Beach, Fl. 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.

Requirements

Up to 3 years in a financial or banking environment.
High school diploma or GED.
Exceptional communication and interpersonal abilities to connect with members and colleagues.
Familiarity with BSA/OFAC compliance and the ability to assist members with related inquiries.
Willingness to register with NMLS; Notary Public certification may be required.
Completion of annual BSA training and a commitment to staying informed about relevant laws and regulations.

Responsibilities

Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate.
Process and disburse loan proceeds, verify documentation, and schedule loan closings with members.
Complete month-end reporting, ensure adherence to internal standards, and maintain compliance with applicable regulations.
Help members open and close accounts, including investments and IRAs, while keeping records accurate and up to date.
Conduct SSN verifications and other checks to prevent fraudulent or non-compliant account activities.
Act as a liaison between members and internal departments to ensure clear and effective communication.
Handle deposits, withdrawals, loan payments, wires, and other financial transactions with accuracy.
Identify opportunities to recommend Credit Union products and services that align with members’ needs.
Perform tasks such as filing, data entry, equipment maintenance, and answering member inquiries.
Register and participate in the Nationwide Mortgage Licensing System and Registry as required.
Provide notary services in compliance with state regulations (if applicable).
Serve as the Membership Officer, ensuring member satisfaction and adherence to Credit Union standards.