Member Service Representative

Dort Financial Credit Union; North Palm Beach (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life/AD&D and disability coverage

HSA and FSA options

LegalShield, pet benefits, EAP, Tele-M

401(k) with employer match

Paid time off and paid holidays

Job summary

Dort Financial Credit Union in North Palm Beach, FL is seeking a Member Service Representative to provide frontline member services, help members select products, and build lasting relationships.

You'll interview loan applicants, assist with teller and cash services, review credit reports for opportunities, and coach members on credit scores while delivering friendly, accurate service every day.

Qualifications

• High school diploma or GED required.
• Bachelor's degree preferred.
• At least 1 year of customer-facing experience in credit unions or financial institutions.
• Proficient with Microsoft Office or similar software.

Responsibilities

• Build and strengthen member relationships by matching needs with our products and services.
• Interview loan applicants and enroll new members.
• Review and suggest improvements for loans by reviewing loan applications and credit reports.
• Assist with loan, cash, and teller services.
• Offer credit score coaching to help members save money.
• Provide basic financial counseling to boost members' money management knowledge.

Skills

Customer-facing

Communication skills

Positive attitude

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Service Representative

Full Time Clerical North Palm Beach, North Palm Beach, FL, US 3 Attachments

2 days ago Requisition ID: 2166

About Dort Financial Credit Union

At Dort Financial Credit Union, we’re committed to enriching the lives of our members, employees, and the communities we serve. We’re passionate about leading our industry through exceptional service, an empowered and diverse team, and meaningful community involvement. Our culture is rooted in our core values: Empowerment, Accountability, Transparency, Collaboration, and Volunteerism.

We offer a welcoming, growth-focused environment with opportunities for advancement and ongoing professional development.

Why You'll Love Working With Us

We offer a comprehensive benefits package most starting on your first day, including:

• Medical, dental, and vision insurance
• Life/AD&D and disability coverage
• HSA and FSA options
• LegalShield, pet benefits, Employee Assistance Program, and Telemedicine
• 401(k) with employer match and safe harbor
• Paid time off and paid holidays

Your Role

As a vital member of our team, you'll provide a wide range of Credit Union services, beginning with building and strengthening member relationships by matching their needs with our products and services. Your role will also involve:

• Interviewing and counseling loan applicants and enrolling new members
• Reviewing and suggesting improvements for current and prospective loans by effectively reviewing loan applications and credit reports
• Assist with loan, cash, and teller services
• Offer credit score coaching to save our members money
• Fundamental financial counseling to boost our members money management knowledge

What We’re Looking For

• Education: High School Diploma or GED required; Bachelor’s degree is a plus.
• Experience: At least one year of customer-facing experience in credit unions or financial institutions.
• Skills: You should be bondable and proficient with Microsoft Office or similar software, with a positive attitude and excellent communication skills.

Attachments (3)

Member Service Representative.pdf