Member Lending & Accounts Advisor

BVSCU; Texas; Hybride; USD 38 000 - 60 000; Plein temps

Avantages offerts par ce poste

Paid Time Off

Quarterly Reviews

Annual Compensation Review

Medical, Dental & Vision

Employee Assistance Program (EAP)

401k match

Résumé du poste

Brazos Valley Schools Credit Union seeks an experienced Lending Clerk to support members at the Waller Office in Texas. You will assist with deposits, withdrawals, loan payments, opening new memberships and accounts, and help with loan applications, processing and closing of loans within lending policies.

Daily duties include balancing cash, processing transfers and wires, and guiding members to suitable products while maintaining accuracy and compliance with state and federal laws.

Qualifications

• Ability to analyze data for equitable resolutions.
• Proficient with problem solving and critical thinking skills.
• Ability to communicate with courtesy, tact, and diplomacy and model exemplary member service.
• Proficiency in Microsoft Office and graphics software applications.
• Must be bondable.
• High school education or GED required.

Responsabilités

• Receives and processes member financial transactions, including deposits, withdrawals and loan payments, and issues negotiable items.
• Balances cash drawer daily and maintains security of cash drawer.
• Assists with nightly branch balancing duties and with cash drawer discrepancies.
• Assists members with opening and closing accounts and recommends products.
• Interviews members to determine loan type/product; prepares loan documents for closings.

Connaissances

Data analysis

Problem solving

Communication

Member service

Microsoft Office

Graphics software

Bondable

Formation

HS diploma or GED

Description du poste

Brazos Valley Schools Credit Union seeks an experienced Lending Clerk to support members at the Waller Office in Texas. You will assist with deposits, withdrawals, loan payments, opening new memberships and accounts, and help with loan applications, processing and closing of loans within lending policies.

Daily duties include balancing cash, processing transfers and wires, and guiding members to suitable products while maintaining accuracy and compliance with state and federal laws.