Branch Member Services & Lending Specialist

Paylocity; Millwood (WA); On-site; USD 21,000 - 34,000; Full time

Job summary

KALSEE Credit Union is seeking a member-focused professional to handle branch duties including opening accounts, lending, and teller transactions. You will greet members, cross-sell services, and ensure compliance with BSA/OFAC and internal policies.

The role requires branch banking experience and strong communication skills, with opportunities to train new staff and contribute to the member experience.

Qualifications

• Minimum 2 years of branch banking or credit union experience preferred.
• Previous lending experience preferred.
• Strong Microsoft Office skills.
• Excellent verbal and written communication skills.

Responsibilities

• Greet members and demonstrate excellent service.
• Open accounts for members and interview applicants.
• Process loan applications, take decisions, and close loans.
• Cross-sell products and services.
• Perform teller transactions and approve checks when needed.
• Manage vault and cash handling with tellers.
• Handle member complaints and resolve issues.
• Stay updated on loans and financial products.

Skills

Microsoft Office

Verbal communication

Written communication

Education

Bachelor's degree preferred

High School diploma or equivalent required

Job description

KALSEE Credit Union is seeking a member-focused professional to handle branch duties including opening accounts, lending, and teller transactions. You will greet members, cross-sell services, and ensure compliance with BSA/OFAC and internal policies.

The role requires branch banking experience and strong communication skills, with opportunities to train new staff and contribute to the member experience.