Member Service Representative

FLORIDA CREDIT UNION • Lake City, FL

3d • Onsite

About The Position

Are you a motivated individual who thrives on helping others and finding creative financial solutions? As our Member Service Representative, you'll be the go-to person for our members' financial needs, offering personalized solutions while adhering to our credit union’s policies and goals.

Requirements

• A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.
• A current driver’s license.

Responsibilities

• Conduct engaging loan interviews and gather essential credit history to tailor financial solutions to our members’ needs.
• Assess loan applications by evaluating assets, liabilities, and credit experiences, and guide members through our loan procedures.
• Clearly communicate loan alternatives, credit criteria, and documentation to ensure members feel informed and confident.
• Cross-sell additional credit union services and provide expert advice to enhance members’ financial well-being.
• Process a range of financial services, including membership applications, checking accounts, IRAs, and more.
• Address member inquiries and resolve any issues, ensuring accuracy and compliance with all regulations.
• Adhere to OFAC and Bank Secrecy Act requirements to maintain the highest standards of compliance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees