Rep, Member Service

BCU • Lake Zurich, IL

3d

About The Position

Perform all member service-related functions in a timely and accurate
basis. To effectively consult with members and prospective members on
credit union products and services, and understand the importance of
providing financial well-being solutions to all our members.

Requirements

• High School Diploma or equivalent.
• Minimum 2 years’ experience in financial Institution, and or retail sales experience is preferred.
• Excellent verbal and written communication skills.
• Ability to multi-task, and to work well under pressure.
• Excellent organizational skills.
• Teamwork oriented.
• Operate independently with minimum direction.
• Knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
• Excellent oral presentation skills.

Responsibilities

• Proficient in processing consumer loans from application to close with proven sales results.
• Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs.
• Process consumer loan applications, consult to close loans with ancillary products and service member loan requests.
• Conduct all member service transactions.
• Build and maintain favorable member relations/relationships.
• Comply with internal and external regulations, policies and procedures.
• Responsible for the achievement of individual sales and service goals including consumer loan origination sales.
• Successfully complete all required registrations or certifications as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED