Member Service & Lending Advisor

BCU; Indiana, Northern (PA, KY); Hybrid; USD 35,000 - 53,000; Full time

Job summary

BCU is seeking a member service professional to perform all member service-related functions in a timely and accurate manner, consulting with members on credit union products and services to promote financial well-being.

Responsibilities include processing consumer loans from application to close with sales results, interviewing members to assess their needs, and handling all service transactions while ensuring compliance and achieving goals. Bilingual English/Spanish is a plus.

Qualifications

• High School Diploma or equivalent.
• Minimum 2 years’ experience in financial institution or retail sales preferred.
• Excellent verbal and written communication skills.
• Ability to multi-task and work well under pressure.
• Excellent organizational skills.
• Teamwork oriented.
• Operate independently with minimal direction.
• Knowledge of Windows PC skills and BCU systems.
• Excellent oral presentation skills.
• Bilingual English & Spanish is a plus.

Responsibilities

• Process consumer loans from application to close with sales results.
• Interview members to identify and fulfill financial and lending needs.
• Process loan applications and consult to close loans with ancillary products.
• Conduct all member service transactions.
• Build and maintain favorable member relationships.
• Comply with regulations, policies and procedures.
• Aim to achieve individual sales and service goals including loan origination.
• Complete required registrations or certifications as needed.

Skills

Verbal and written communication

Multi-tasking

Organizational skills

Teamwork oriented

Independent work

Presentation skills

Bilingual (English/Spanish)

Windows PC skills

BCU systems knowledge

Education

High School Diploma or equivalent

Tools

Windows PC skills

BCU computer systems

Job description

BCU is seeking a member service professional to perform all member service-related functions in a timely and accurate manner, consulting with members on credit union products and services to promote financial well-being.

Responsibilities include processing consumer loans from application to close with sales results, interviewing members to assess their needs, and handling all service transactions while ensuring compliance and achieving goals. Bilingual English/Spanish is a plus.