Member Service & Loans Specialist

P1FCU; United States; Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

P1FCU is seeking a Loan Officer to provide exceptional member service and promote loan products while maintaining strong relationships. You will assist with new loans, open accounts, and educate members on services, fees, and terms.

Strong sales and smooth referrals are expected in a fast-paced credit union environment. Responsibilities include processing loans, CDs, IRA transfers, and keeping up with compliance policies.

Qualifikationen

• Three to five years of similar or related experience.
• High school diploma or equivalent.
• Proven track record of selling and servicing loans.
• Excellent communication and interpersonal skills.
• Ability to work with multiple accounts and provide accurate information.

Aufgaben

• Assist members with loans and opening accounts.
• Explain loans, products, fees, and services to members.
• Advise on complex products and meet sales goals.
• Open IRA certificates and educate on penalties and terms.
• Set up CDs and educate on penalties and earnings.
• Provide back-up to tellers and process transfers (ACH/wires).
• Comply with Bank Secrecy Act, Patriot Act, and OFAC.

Kenntnisse

Loan products knowledge

Customer service

Sales skills

Communication

Interpersonal skills

Ausbildung

High school diploma or equivalent

Tools

Excel

Word

CRM software

Jobbeschreibung

P1FCU is seeking a Loan Officer to provide exceptional member service and promote loan products while maintaining strong relationships. You will assist with new loans, open accounts, and educate members on services, fees, and terms.

Strong sales and smooth referrals are expected in a fast-paced credit union environment. Responsibilities include processing loans, CDs, IRA transfers, and keeping up with compliance policies.