Rep, Mobile Member Service

BCU • Santa Isabel, PR

7d

About The Position

Travels across multiple branches to perform member service functions accurately and promptly. The representative cross-sells credit union products and services and provides mutually beneficial financial and lending solutions to members. The role involves processing loans from application through closing, identifying members’ financial and lending needs, conducting member service transactions, and building positive member relationships. Approximately 90% travel is required, and some out-of-state travel may be necessary.

Requirements

• High school diploma or equivalent.
• At least 2 years of experience in a financial institution, cash handling, and/or retail sales is preferred.
• Excellent verbal and written communication skills.
• Detail-oriented with strong organizational skills.
• 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

• At least 2 years of 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 and fulfill their present and future financial and lending needs.
• Process loan applications, close loans with 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.
• Meet individual referral and service goals.
• Complete required registrations or certifications.
• Travel across multiple branches.

What This Job Offers

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