Member Experience & Loan Advisor

Mountain America Credit Union; Saint George (ME); On-site; USD 40,000 - 44,000; Full time

Benefits offered by this job

Competitive pay

Incentives

Medical & dental benefits

Paid time off

Volunteer time off

Paid holidays

401K matching

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in Saint George, UT is seeking a Field Service Representative I to assess member needs, advise on loan products, and service accounts using our AAA approach. You will help members define and achieve financial dreams through consultative guidance and accurate processing.

The role emphasizes cross-selling, loan servicing, and delivering exceptional member experiences. Starting pay is $19.00 per hour with potential increases, plus incentives, and full benefits

Qualifications

• High school diploma or equivalent.
• Valid driver’s license for travel.
• Notary Public and NMLS Certification may be required.
• Experience in retail banking or sales is preferred.
• Strong mathematical and analytical abilities.

Responsibilities

• Provide exceptional member service by assessing needs and advising on products.
• Originate and service loans, review applications and close transactions.
• Cross-sell financial services to achieve credit union objectives.
• Maintain compliance with banking regulations and documentation.
• Respond to member inquiries via phone, email, and in person.

Skills

Retail banking

Customer service

Cross-selling

Communication

Mathematical calculations

Financial knowledge

Education

High school diploma

Tools

Microsoft Office

Symitar

Job description

Mountain America Credit Union in Saint George, UT is seeking a Field Service Representative I to assess member needs, advise on loan products, and service accounts using our AAA approach. You will help members define and achieve financial dreams through consultative guidance and accurate processing.

The role emphasizes cross-selling, loan servicing, and delivering exceptional member experiences. Starting pay is $19.00 per hour with potential increases, plus incentives, and full benefits