Member Service Rep III - LENDING EXPERIENCE REQUIRED

DIRECTIONS CREDIT UNION; Perrysburg (OH); On-site; USD 42,000 - 54,000; Full time

Job summary

Directions Credit Union is seeking a Member Service Rep III with lending experience to join our Perrysburg, OH branch. You’ll handle member transactions, provide solutions, and support branch operations with accuracy and compliance.

You’ll engage with members, assist with loan applications, and contribute to a positive, compliant service culture in a busy community-focused credit union.

Qualifications

• 1-3 years customer service experience in banking or financial institution.
• Experience working with lending workflows is desirable.
• Commitment to confidentiality, security, and compliance standards.

Responsibilities

• Provide accurate, efficient member transactions with a welcoming, solutions-focused experience.
• Resolve escalated or complex member needs using sound judgment and service skills.
• Build trust with members through clear communication and product knowledge.
• Perform advanced operational tasks including vault management and daily cash controls.
• Process, close, and complete loan applications with accuracy and compliance.
• Support MSR I/II and branch leadership by guiding teammates and troubleshooting.

Skills

Member service

Cash handling

Problem-solving

Communication

Teamwork

Education

High School or equivalent

Tools

Banking systems

Job description

Member Service Rep III - LENDING EXPERIENCE REQUIRED

Job Category: Member Services

Requisition Number: MEMBE001601

• Full-Time
• On-site

Locations

Showing 1 location

Perrysburg, OH 43551, USA

Description

What You’ll Do (Key Impact Areas)

Member Experience & Service Excellence

• Provide accurate, efficient member transactions while delivering a welcoming, solutions‑focused experience.
• Resolve escalated or complex member needs using sound judgment and strong service skills.
• Build trust with members through clear communication, product knowledge, and proactive problem‑solving.

Branch Operations & Execution

• Perform advanced operational tasks including vault management, opening and closing the branch, and overseeing daily cash controls.
• Process, close, and complete loan applications with accuracy and compliance.
• Serve as a point of support for MSR I, MSR II, and branch leadership by guiding team members through processes and troubleshooting issues.
• Partner with the Branch Manager, Assistant Branch Manager, and team to ensure smooth operations and a positive branch environment.
• Provide backup leadership coverage when needed to maintain service, staffing, and branch readiness.
• Build strong working relationships across the credit union to enhance member service consistency.

Compliance & Professional Standards

• Maintain strict adherence to all regulatory requirements, internal policies, operational procedures, and quality expectations.
• Stay current on training, policy updates, and compliance responsibilities to ensure accuracy and operational safety.

Skills That Make You Successful

Core Skills

• Member service excellence: Ability to listen, empathize, and offer clear solutions.
• Operational accuracy: Strong attention to detail with cash handling, loan documentation, and transactional work.
• Problem‑solving: Comfortable analyzing situations and making informed decisions independently.
• Communication: Professional, clear, and effective with members and colleagues.
• Collaboration: Supportive team member who contributes to a positive branch culture.

Technical & Functional Skills

• Proficiency in transaction processing systems and financial service platforms.
• Ability to follow detailed regulatory and compliance processes.
• Knowledge of consumer lending workflows (training provided if needed).

Leadership‑Oriented Skills

• Acts as a resource for peers and brings a coaching mindset.
• Demonstrates reliability and confidence when stepping into delegated branch leadership tasks.

What You Bring

You don’t need a specific number of years of experience—we’re focused on capabilities. You’ll be successful in this role if you can demonstrate:

• Experience delivering outstanding service in a financial, retail, or customer‑focused setting.
• Comfort handling complex transactions or operational tasks with accuracy.
• Ability to manage multiple priorities while maintaining professionalism.
• Commitment to confidentiality, security, and compliance standards.

Why You’ll Love Working Here

• Meaningful connection with members and your community.
• Opportunities to grow your skills and career.
• Training and development that expands your financial services expertise.

Join us in providing exceptional member service, leading branch operations, and building lasting relationships.

Directions Credit Union is an Equal Opportunity Employer: We encourage applications from all qualified individuals regardless of race, color, national origin, gender, sexual orientation, age, religion, disability, or any other characteristic protected under federal, state, or local law

Qualifications

Education

Required

High School or better.

Experience

Required

1-3 years:

Customer/member service experience with a bank, credit union, or financial institution.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.