Member Solutions Officer

Credit Union of Georgia•Canton, GA
•$19 - $25

About The Position

The Member Solutions Officer provides top-tier support and service to members while demonstrating expert knowledge of consumer loan products. Acting as a liaison between Credit Union of Georgia and its members, this individual helps identify loan solutions that meet the needs of both the member and the institution. The role also supports branch operations and requires maintaining knowledge of credit union policies, procedures, service standards, and applicable regulations.

Requirements

  • At least 1 year of experience in member solutions, financial services, or customer service.
  • At least 1 year of experience in bank or credit union lending.
  • High school diploma or GED.

Nice To Haves

  • 5 or more years of professional work experience.
  • College degree.

Responsibilities

  • Deliver exceptional member service by upholding Credit Union of Georgia brand standards and the journEASE experience: Engage, Ask, Solve, and Excite.
  • Assist members with account-related inquiries, requests, and complaints, including opening new accounts and providing accurate information about credit union products and services.
  • Process loan applications and supporting documentation, including credit reports, income verifications, and title/lien searches, accurately and efficiently.
  • Identify additional lending opportunities by reviewing member credit reports and proactively offering appropriate loan products.
  • Meet or exceed individual and branch loan production goals and cross-sell ancillary products such as GAP, Warranty, and Credit Shield insurance.
  • Support branch operations, including opening and closing procedures, and handle complex issues or exceptions in the absence of branch management.
  • Maintain current knowledge of credit union policies, procedures, and service standards, ensuring compliance with regulations including the Bank Secrecy Act, Patriot Act, and OFAC.
  • Build strong member relationships by cross-selling and explaining the benefits of credit union products and services.
  • Complete required compliance, security, and professional development training within designated timeframes.
  • Complete annual training modules, including cybersecurity, Bank Secrecy Act, and other compliance and regulatory requirements.
  • Perform other duties as assigned.
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