Branch Lending & Member Experience Specialist

Kalsee Credit Union; Kalamazoo (MI); On-site; USD 35,000 - 52,000; Full time

Job summary

KALSEE Credit Union in Kalamazoo, MI is seeking a branch-based professional to open accounts, process loans, and handle teller transactions. You will greet members, promote products, and deliver excellent service while adhering to regulatory requirements.

The role emphasizes member-focused problem-solving, cross-selling, and contributing to a positive experience across all member interactions.

Qualifications

• Minimum 2 years of credit union or banking experience in a branch environment.
• Previous lending experience preferred.
• Excellent verbal and written communication skills.

Responsibilities

• Greet members and promote KALSEE values while engaging members.
• Interview and open accounts for members.
• Take loan applications, process approvals, and close loans.
• Cross-sell products and services.
• Perform teller transactions and approve checks when needed.
• Ensure vault cash handling and security.
• Adhere to BSA/OFAC compliance; participate in annual training.
• Assist in training new staff.
• Review activities for policy compliance.
• Perform other duties as assigned.

Skills

Customer service

Verbal & written communication

Microsoft Office proficiency

Education

Bachelor Degree preferred

High School diploma or equivalent required

Tools

Microsoft Office

Job description

KALSEE Credit Union in Kalamazoo, MI is seeking a branch-based professional to open accounts, process loans, and handle teller transactions. You will greet members, promote products, and deliver excellent service while adhering to regulatory requirements.

The role emphasizes member-focused problem-solving, cross-selling, and contributing to a positive experience across all member interactions.