Rep, Mobile Member Service

BCU • Juana Díaz, PR

8d

About The Position

The Rep, Mobile Member Service travels across multiple branches to perform member service functions accurately and on time. The role identifies and fulfills members’ current and future financial and lending needs, cross-sells credit union products and services, and provides mutually beneficial financial and lending solutions. The representative processes loans from application through closing, handles member service transactions, and works toward individual referral and service goals. Approximately 90% travel is required, and some out-of-state travel may be necessary.

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 is preferred.

Responsibilities

• Process loans from application through closing and achieve sales results.
• Interview members and prospective members to identify, solicit, and fulfill their present and future financial and lending needs.
• Process loan applications, close loans with add-on products, and respond to 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.

What This Job Offers

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