Member Service Representative

Florida Credit Union; Florida; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Dynamic Team Environment

Extensive Training

Exceptional Benefits

Career Growth

Job summary

Florida Credit Union is seeking a motivated Member Service Representative at the Trailwinds Branch in Wildwood, FL to help members with financial needs, openings checking accounts, and guide them through loan options.

You will conduct loan interviews, assess credit history, explain loan choices, cross-sell services, and ensure compliance with OFAC and BSA requirements while delivering friendly, accurate service.

Qualifications

• A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.
• A current driver’s license.

Responsibilities

• Conduct engaging loan interviews and gather essential credit history to tailor financial solutions to our members’ needs.
• Assess loan applications by evaluating assets, liabilities, and credit experiences, and guide members through our loan procedures.
• Clearly communicate loan alternatives, credit criteria, and documentation to ensure members feel informed and confident.
• Cross-sell additional credit union services and provide expert advice to enhance members’ financial well-being.
• Process a range of financial services, including membership applications, checking accounts, IRAs, and more.
• Address member inquiries and resolve any issues, ensuring accuracy and compliance with all regulations.
• Adhere to OFAC and Bank Secrecy Act requirements to maintain the highest standards of compliance.

Education

High school diploma or GED

Job description

Job Details

Job Location: Trailwinds Branch - Wildwood, FL 34785

Position Type: Full Time

About Us

At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you’re not just starting a new job; you’re joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported.

Why You\'ll Love Working with Us

• Dynamic Team Environment: Work in a supportive and collaborative atmosphere where your ideas and contributions are valued.


• Extensive Training: Receive comprehensive training to ensure you’re set up for success from day one.


• Exceptional Benefits: Enjoy a competitive benefits package designed with your well-being in mind.


• Career Growth: Explore numerous opportunities for professional development and advancement within our organization.

Position Overview

Are you a motivated individual who thrives on helping others and finding creative financial solutions? As our Member Service Representative, you\'ll be the go-to person for our members\' financial needs, offering personalized solutions while adhering to our credit union’s policies and goals.

Your Key Responsibilities

• Conduct engaging loan interviews and gather essential credit history to tailor financial solutions to our members’ needs.


• Assess loan applications by evaluating assets, liabilities, and credit experiences, and guide members through our loan procedures.


• Clearly communicate loan alternatives, credit criteria, and documentation to ensure members feel informed and confident.


• Cross-sell additional credit union services and provide expert advice to enhance members’ financial well-being.


• Process a range of financial services, including membership applications, checking accounts, IRAs, and more.


• Address member inquiries and resolve any issues, ensuring accuracy and compliance with all regulations.


• Adhere to OFAC and Bank Secrecy Act requirements to maintain the highest standards of compliance.

What We\'re Looking For

• A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.


• A current driver’s license.