Universal Member Service Representative II

Indiana Members Credit Union•Evansville, IN

About The Position

The Universal Member Service Representative is responsible for delivering exceptional member service by handling a wide range of banking transactions, providing expert advice on financial products, and meeting members’ consumer lending needs. The role requires a deep understanding of credit union operations and consumer lending practices, along with a commitment to fostering strong member relationships. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The position requires registration as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS), with annual registration and updates as needed. The employee must be registered and approved by the NMLS registry within 60 days of hire. Failure to register or maintain current registration, or criminal activity that would bar continued participation as an MLO, may result in disciplinary action up to and including termination.

Requirements

12–18 months of credit union or other financial institution experience with internal sales experience.
High school diploma, GED, or equivalent certificate.
Complete all in-house training satisfactorily.
Exceptional interpersonal and communication skills.
Strong understanding of delivering exceptional member service.
Proficient computer and technology skills.
Register and receive approval as a Mortgage Loan Officer with the NMLS within 60 days of hire, and maintain annual registration and updates as needed.

Nice To Haves

Associate or bachelor’s degree preferred.

Responsibilities

Accurately handle member and non-member transactions.
Respond to member and potential-member inquiries and answer phones.
Balance and detail cash drawers, recyclers, coin machines, and vaults on the scheduled daily, weekly, or other basis.
Reconcile ITM-accepted negotiable items against reports for accuracy weekly, if applicable.
Open and close accounts accurately, ensuring required forms and records are completed in compliance with internal policies and statutory regulations.
Order and count cash.
Follow all audit and security policies and procedures.
Scan negotiable items and other member documents.
Process night-drop deposits and payments.
Verify and balance Travel and Gift cards.
Order supplies for the location.
Compile end-of-month work.
Process check orders.
Perform filing, shredding, and related tasks.
Assist loan applicants, including processing and closing loan applications.
Assist the Branch Manager and other team members.
May be required to handle responsibilities during the Manager’s absence.