Member Service Representative
About The Position
Join Our Team at Florida Credit Union – Where Your Future Shines Bright! About Us: At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you’re not just starting a new job; you’re joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported. Why You'll Love Working with Us: Dynamic Team Environment: Work in a supportive and collaborative atmosphere where your ideas and contributions are valued. Extensive Training: Receive comprehensive training to ensure you’re set up for success from day one. Exceptional Benefits: Enjoy a competitive benefits package designed with your well-being in mind. Career Growth: Explore numerous opportunities for professional development and advancement within our organization. Position Overview: 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
