Member Experience & Lending Specialist

Emblem Credit Union; Gadsden (AL); Vor Ort; USD 28.000 - 42.000; Vollzeit

Zusammenfassung

Emblem Credit Union in Alabama is seeking a member service professional who assists with account and loan requests in a friendly, professional manner.

You will handle routine monetary transactions, open/close accounts, and resolve member issues while upholding privacy and credit union policies. The role emphasizes cross-selling and delivering a satisfying member experience to promote retention.

Qualifikationen

• 1–3 years of similar or related experience.
• High school education or GED required.
• Confidentiality and discretion with information.
• Knowledge of teller procedures and Credit Union operations.
• Ability to build relationships and solicit cooperation.

Aufgaben

• Assist members with opening and closing accounts, processing transactions, and resolving problems, inquiries, or complaints.
• Refer problems to supervisor with recommendations for resolution.
• Review loan applications and analyze members' financial positions to evaluate needs and credit risk.
• Cross-sell Credit Union products and services to members and prospects.
• Protect member identity and verify account information.
• Follow policies and escalate issues when needed.

Kenntnisse

Customer service

Communication

Conflict resolution

Active listening

Cross-selling

Monetary transactions

Ausbildung

High school diploma or GED

Tools

Calculator

Computer

Photocopier

Scanner

Jobbeschreibung

Emblem Credit Union in Alabama is seeking a member service professional who assists with account and loan requests in a friendly, professional manner.

You will handle routine monetary transactions, open/close accounts, and resolve member issues while upholding privacy and credit union policies. The role emphasizes cross-selling and delivering a satisfying member experience to promote retention.