Member Experience Specialist II

Paycom - ATS

Jacksonville (FL)

On-site

USD 36,000 - 48,000

Full time

6 days ago
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Job summary

First Florida Credit Union is seeking a Member Service Specialist to join our team. You will assist members with deposits, loans, and account changes, provide friendly service, and help members navigate financial products.

Responsibilities include processing loan applications, setting up closings, cross-selling services, and maintaining accurate records. You will support compliance with Bank Secrecy Act and CIP. The role emphasizes teamwork and strong problem-solving with members.

Qualifications

  • 1–3 years of similar or related experience.
  • High school diploma or GED.
  • Proficient with Microsoft Office and 10-key calculator.

Responsibilities

  • Assist members with deposits, withdrawals, loans and account changes.
  • Take loan applications in person or by phone and prepare them for review.
  • Open new accounts and update existing accounts.
  • Cross-sell Credit Union services to members.
  • Ensure compliance with policies including BSA and CIP.
  • Balance daily transactions with minimal errors.

Education

High School diploma or GED

Tools

Microsoft Office

Job description

First Florida Credit Union is seeking a Member Service Specialist to join our team. You will assist members with deposits, loans, and account changes, provide friendly service, and help members navigate financial products.

Responsibilities include processing loan applications, setting up closings, cross-selling services, and maintaining accurate records. You will support compliance with Bank Secrecy Act and CIP. The role emphasizes teamwork and strong problem-solving with members.

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