Member Service Advisor I

Reasors Food Stores; Boca Raton (FL); On-site; USD 42,981,000 - 57,308,000; Full time

Job summary

Credit Union in Boca Raton is seeking a member-facing professional to handle transactions, open accounts, and assist with loan applications. You will identify member needs and provide financial solutions, ensuring policy compliance and accuracy.

Ideally you have a high school education with two years of experience or an equivalent mix. The role emphasizes accuracy, customer service, and the ability to multitask in a fast-paced environment.

Qualifications

• High school education and two years’ experience or equivalent combination.

Responsibilities

• Process accurate and timely account transactions and maintenance.
• Provide members with features and benefits of current products and services to meet financial needs.
• Accurately open member and business accounts.
• Originate consumer loan applications and collect required paperwork for loan processing.
• Provide backup to teller function as needed.
• Solve problems and multitask to complete daily duties as assigned.
• Take initiative to expand knowledge and take on additional responsibilities.

Education

High school education + 2 years’ experience

Job description

• Location 790 Park of Commerce Boulevard,Boca Raton, FL, 33487,United States
• Job Category Non-Exempt
• Employee Type Non-Exempt

Primary Function

Welcome members to the Credit Union, and deliver excellent service by identifying member needs and financial solutions. Process consumer loan applications, make loan decisions, process transactions, and account changes according to member requests and Credit Union policies and procedures.

Job Duties and Responsibilities

• Process accurate and timely account transactions and maintenance.
• Provide members with the features and benefits of our current products and services in order to find solutions for their financial needs.
• Accurately open member and business accounts.
• Originate consumer loan applications and collect the necessary paperwork for loan department processing.
• Provide back up to teller function, as needed.
• Solve problems based on the job’s required skill level and multitask to complete daily work and other duties as assigned.
• Take initiative to expand your knowledge and take on additional responsibilities.

Education and Experience

Job requires a high school education level of language, math and reasoning skills and two years’ experience, or an equivalent combination of education and/or work experience. Higher level education and/or experience may result in advanced level placement. Training should focus on our policies, procedures, computer systems and knowledge in our products and services. Training should be supplemented with continuing education.

Work Environment/Physical Activities

Ability to work in fast-paced environment. Ability to handle multiple tasks simultaneously. Work creates normal fatigue daily. Work creates moderate stress during certain periods during daily routine. Job does not have specific volume and pace of work standards except that the job requires that members be served in the timeliest manner possible. Job requires extensive member contact on a continual basis.