Floating Member Relationship & Lending Specialist

First Harvest Credit Union; Voorhees Township (NJ); On-site; USD 24,000 - 34,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401k Match of up to 5% + A Free Annual

Retirement Planning Session

11 Paid Company Holidays

Up to 8 paid hours for community<br> ;

Full time employees accrue 40 hours of

Job summary

First Harvest Credit Union in Voorhees Township, NJ is seeking a Float MRS II to deliver exceptional member service, process transactions, and promote credit union products across the branch network. The role requires adaptability to work across multiple locations and to support sales goals while maintaining strong compliance with regulatory requirements.

You will open accounts, assist with loan applications, disburse loans, and engage members to identify financial needs.

Qualifications

• High School Diploma or GED required.
• Associate's degree preferred.
• Minimum of 1 year of customer service.
• Minimum of 1 year of cash handling.
• At least 6 months experience working as a teller/MRS I or related position in a financial institution, preferred.
• Prior sales experience, preferred.
• Knowledge of general banking regulations and credit union policies and procedures.
• Proficient with Microsoft Office Suite, Outlook and using the Internet.
• Excellent communication and interpersonal skills.
• Excellent customer service skills.
• Ability to work with limited supervision and exercise judgement.
• Available to travel to other branches when required.
• Minimum of 2 years' experience in financial services with a strong background in lending, sales, and member service.
• Strong knowledge of consumer lending, regulatory requirements and loan processing.
• Proven ability to drive sales while maintaining exceptional member service standards and operational efficiencies.
• Strong problem solving and decision-making abilities to address member concerns and opprational challenges effectively.
• Knowledge of credit union products, services and compliance regulations.
• DNA core system experience is a plus but not required.

Responsibilities

• Adheres the FHCU Service Standards as established.
• Conducts basic and complex transactions in a professional, courteous manner, including deposits, transfers, withdrawals, payments, wire transfer paperwork, stop payments, payroll set up, opening/closing accounts, and all other financial and non-financial transactions for members.
• Engages members in dialogue to obtain information regarding their financial needs and recommends the appropriate product or service based on those needs.
• Meets established individual and group sales goals by using various sales techniques.
• Responds to member inquiries regarding the operation of accounts, access to services, and assists members in making the most effective usage of service offerings.
• Performs duties with limited supervision and resolves issues within the scope of authority assigned.
• Executes loan applications and disbursements.
• Makes outbound calls to members regarding outstanding loan approvals, various credit union products and services.
• Attends offsite events to increase membership within our Select Employer Groups.
• Participates in available credit union self-development education programs and required compliance courses through self-study and the credit union's training department.
• Represents the credit union at various community events and assists the manager with business development duties when necessary.
• Performs other duties or special projects as assigned.

Skills

Customer service

Cash handling

Sales techniques

Communication

Interpersonal skills

Travel to branches

Lending knowledge

Regulatory knowledge

Problem solving

Teamwork

Professional appearance

Judgement

Education

High School Diploma or GED

Associate's degree

Tools

Microsoft Office Suite

Outlook

Microsoft Authenticator app

Job description

First Harvest Credit Union in Voorhees Township, NJ is seeking a Float MRS II to deliver exceptional member service, process transactions, and promote credit union products across the branch network. The role requires adaptability to work across multiple locations and to support sales goals while maintaining strong compliance with regulatory requirements.

You will open accounts, assist with loan applications, disburse loans, and engage members to identify financial needs.