Floater Member Service Representative

Crestview Chamber; United States; Remote; USD 25,000 - 30,000; Full time

Job summary

All In Credit Union is seeking a detail-oriented Member Service Representative to support loan processing, deposits, and everyday member services across multiple Florida and Alabama locations. You will ensure accurate records, maintain compliance, and provide financial solutions to members.

The role emphasizes teamwork, communication, and a commitment to high-quality service, with opportunities for professional growth and involvement in community initiatives within a supportive workplace.

Qualifications

• High school diploma or GED required.
• Up to 3 years of experience in a financial or banking environment.
• Familiarity with BSA/OFAC compliance.
• Willingness to register with NMLS; Notary Public certification may be required.
• Annual BSA training and staying informed about relevant laws and regulations.

Responsibilities

• Loan Processing: Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate.
• Loan Disbursement: Process and disburse loan proceeds, verify documentation, and schedule loan closings with members.
• Compliance and Reporting: Complete month-end reporting, ensure adherence to internal standards, and maintain compliance with applicable regulations.
• Account Services: Help members open and close accounts, including investments and IRAs, while keeping records accurate and up to date.
• Fraud Prevention: Conduct SSN verifications and other checks to prevent fraudulent or non-compliant account activities.
• Member Communication: Act as a liaison between members and internal departments to ensure clear and effective communication.
• Transaction Processing: Handle deposits, withdrawals, loan payments, wires, and other financial transactions with accuracy.
• Cross-Selling: Identify opportunities to recommend Credit Union products and services that align with members’ needs.
• Administrative Support: Perform tasks such as filing, data entry, equipment maintenance, and answering member inquiries.
• NMLS Registration: Register and participate in the Nationwide Mortgage Licensing System and Registry as required.
• Notary Services: Provide notary services in compliance with state regulations (if applicable).
• Membership Advocacy: Serve as the Membership Officer, ensuring member satisfaction and adherence to Credit Union standards.

Skills

Interpersonal skills

NMLS registration

Notary eligibility

Education

High school diploma or GED

Job description

Crestview Chamber would like to thank the following members:

Are you passionate about delivering exceptional customer service, helping others achieve financial security, and making a difference in your community?

*This position will float for Crestview, FL; DeFuniak Springs, FL; Marianna, FL; Santa Rosa Beach, FL; Panama City Beach, FL; Rehobeth, AL; Geneva, AL; and Samson, AL*

As a Member Service Representative, you’ll be a cornerstone of our branch operations, ensuring seamless delivery of loans, products, and services while upholding the highest standards of quality and compliance. Your role will encompass everything from processing loans and maintaining accurate records to providing financial solutions that meet our members’ needs. This is an ideal opportunity for a detail-oriented professional who thrives on organization, multitasking, and making a meaningful impact.

Key Responsibilities

Loan Processing: Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate.

Loan Disbursement: Process and disburse loan proceeds, verify documentation, and schedule loan closings with members.

Compliance and Reporting: Complete month-end reporting, ensure adherence to internal standards, and maintain compliance with applicable regulations.

Account Services: Help members open and close accounts, including investments and IRAs, while keeping records accurate and up to date.

Fraud Prevention: Conduct SSN verifications and other checks to prevent fraudulent or non-compliant account activities.

Member Communication: Act as a liaison between members and internal departments to ensure clear and effective communication.

Transaction Processing: Handle deposits, withdrawals, loan payments, wires, and other financial transactions with accuracy.

Cross-Selling: Identify opportunities to recommend Credit Union products and services that align with members’ needs.

Administrative Support: Perform tasks such as filing, data entry, equipment maintenance, and answering member inquiries.

NMLS Registration: Register and participate in the Nationwide Mortgage Licensing System and Registry as required.

Notary Services: Provide notary services in compliance with state regulations (if applicable).

Membership Advocacy: Serve as the Membership Officer, ensuring member satisfaction and adherence to Credit Union standards.

What You Bring to the Team

Experience: Up to3 years in a financial or banking environment.

Education: High school diploma or GED.

Interpersonal Skills: Exceptional communication and interpersonal abilities to connect with members and colleagues.

Technical Skills: Familiarity with BSA/OFAC compliance and the ability to assist members with related inquiries.

Certifications: Willingness to register with NMLS; Notary Public certification may be required.

Continuous Learning: Completion of annual BSA training and a commitment to staying informed about relevant laws and regulations.

Why Join Us?

At All In Credit Union, we’re dedicated to creating a supportive and inclusive environment where both members and team members feel valued. As part of our team, you’ll have opportunities for professional growth, community involvement, and a chance to make a meaningful difference.

Our workplace culture is guided by our values, embodied in Sparkle: Smiling - Passionate - Accountable - Resilient - Kind - Listener - Empathetic
Commitment to Equal Opportunity

All In Credit Union is an Equal Opportunity Employer. We are dedicated to fostering an inclusive and member-focused environment, accommodating employees with disabilities while ensuring exceptional service. We proudly support diversity and are committed to being an Equal Opportunity Employer of Females, Minorities, Veterans, and Disabled individuals. We maintain a drug-free workplace.

Ready to Make a Difference?

If you’re driven by integrity, inspired by teamwork, and ready to make a positive impact, we’d love to have you on our team.

Additional Postings available from All In Credit Union