Banking Services Specialist: Loans & Accounts

Y 12 Credit Union; Clinton (TN); On-site; USD 28,000 - 36,000; Full time

Job summary

Clinton Express Branch of Y-12 Federal Credit Union is seeking a team member to assist with daily member services, loan processing, and account management at the Clinton, TN location. The role involves interviewing members, processing loan applications, and guiding customers through products and services.

Responsibilities include handling deposits, withdrawals, and account changes while maintaining accuracy and offering helpful financial counseling.

Qualifications

• High school education or GED required.
• 1–3 years of related experience.
• Ability to balance and maintain accuracy.
• Excellent customer service and communication skills.

Responsibilities

• Assist branch in meeting monthly performance standards.
• Interview members and process consumer loan applications.
• Conduct member account functions and cross-sell products.
• Assist with opening/closing accounts and resolve questions.
• Handle cash and deposits; verify transactions as directed.
• Maintain regular and predictable attendance.
• Perform additional duties as assigned by the manager.

Skills

Customer Service

Cash Handling

Communication

Education

GED or better

High School diploma or better

Job description

Clinton Express Branch of Y-12 Federal Credit Union is seeking a team member to assist with daily member services, loan processing, and account management at the Clinton, TN location. The role involves interviewing members, processing loan applications, and guiding customers through products and services.

Responsibilities include handling deposits, withdrawals, and account changes while maintaining accuracy and offering helpful financial counseling.