Rep, Member Service

BCU•Crystal Lake, IL

About The Position

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth. Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU Watch this video to learn more about life at BCU! SUMMARY Perform all member service-related functions in a timely and accurate manner. Effectively consult with members and prospective members on credit union products and services, while providing financial well-being solutions tailored to individual needs.

Requirements

High School Diploma or equivalent.
Minimum 2 years’ experience in Financial Institution, cash handling, and/or retail sales is preferred.
Excellent verbal and written communication skills.
Strong attention to detail and organizational abilities.
Ability to consistently represent the credit union, in a positive and professional manner at branch and outside business development events.
Ability to multi-task, and to work well under pressure.
Team-oriented with the ability to work independently.
Demonstrate intermediate proficiency in Windows PC applications and BCU systems.
Willingness to pursue ongoing professional development and financial coaching certifications

Responsibilities

Proficiently process consumer loans from application to close, including ancillary product sales.
Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs.
Provide financial coaching and product recommendations aligned with member goals.
Build and maintain favorable member relationships.
Assist members with loan servicing and credit guidance.
Meet or exceed individual sales goals to align with and support branch PMO’s.
Represent the credit union professionally at branch and external business development events.
Support daily branch operations and assist in training new staff as needed.
Conduct all member service transactions including deposits, withdrawals, transfers, payments, and account maintenance.
Ensure accuracy and timeliness in all financial transactions.
Maintain accurate member records and documentation.
Comply with internal policies and external regulations.
Successfully complete all required registrations or certifications as needed.
Utilize digital tools to enhance member experience and streamline operations.