Member Solutions Officer

Credit Union of Georgia•Jasper, GA

About The Position

Credit Union of Georgia is seeking a Member Solutions Officer to support members and help them achieve their financial goals. The position provides high-quality member service and expert knowledge of consumer loan products, serving as a liaison between the credit union and its members to identify loan solutions that suit both the member and the institution. The role also supports branch operations and requires compliance with credit union policies, procedures, 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.
  • Complete annual training modules, including cybersecurity, Bank Secrecy Act, and other compliance and regulatory requirements.

Nice To Haves

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

Responsibilities

  • Deliver exceptional member service while upholding Credit Union of Georgia brand standards and the journEASE experience: Engage, Ask, Solve, and Excite.
  • Assist members with account inquiries, requests, and complaints, including opening new accounts and providing accurate information about products and services.
  • Process loan applications and supporting documents, including credit reports, income verifications, and title and lien searches, accurately and efficiently.
  • Review member credit reports to identify lending opportunities and proactively offer 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 when branch management is absent.
  • Maintain current knowledge of credit union policies, procedures, and service standards, and ensure compliance with regulations including the Bank Secrecy Act, Patriot Act, and OFAC requirements.
  • 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, including annual training modules.
  • Perform other duties as assigned.
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