Rep, Mobile Member Service

BCU • Juana Diaz, PR

7d

About The Position

The Rep, Mobile Member Service travels across multiple branches and performs member service-related functions accurately and on time. The role focuses on cross-selling credit union products and services and providing members with mutually beneficial financial and lending solutions.

The representative interviews members and prospective members to identify and meet their current and future financial and lending needs. The position processes loans from application through closing, handles member service transactions and loan requests, and builds favorable member relationships. The representative also works toward individual referral and service goals, follows applicable regulations and procedures, completes required registrations or certifications, and may travel out of state. Approximately 90% travel is required.

Requirements

• High school diploma or equivalent.
• Minimum of 2 years' experience in a financial institution, cash handling, and/or retail sales is preferred.
• Excellent verbal and written communication skills.
• Detail-oriented with excellent organizational skills.
• Ability to represent oneself and the credit union positively and professionally at branches and outside business development events.
• Ability to multitask and work well under pressure.
• Ability to work well in a team environment.
• Ability to travel approximately 90% of the time; some out-of-state travel may be required.
• Ability to work independently with minimal direction.
• Intermediate Windows PC skills and thorough knowledge of relevant BCU computer systems.
• Bilingual in English and Spanish.

Nice To Haves

• Minimum of 2 years' experience in a financial institution, cash handling, and/or retail sales.

Responsibilities

• Process loans from application through closing and demonstrate sales results.
• Interview members and prospective members to identify, solicit, and fulfill their financial and lending needs.
• Process loan applications, close loans with loan add-on products, and handle member loan requests.
• Conduct member service transactions.
• Build and maintain favorable member relationships.
• Comply with internal and external regulations, policies, and procedures.
• Achieve individual referral and service goals.
• Complete required registrations or certifications as needed.
• Travel across multiple branches and represent the credit union at branch and outside business development events.

What This Job Offers

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