Member Service Representative

DORT FINANCIAL CU; North Palm Beach (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Dort Financial Credit Union in North Palm Beach, FL, is seeking a Member Service Representative to deliver a wide range of credit union services and build strong member relationships. You will interview and counsel loan applicants, review loan applications and credit reports, assist with loan, cash and teller services, and provide guidance on credit scores to help members save money.

The role requires at least a high school diploma or GED, with a bachelor’s degree viewed favorably, and at least

Qualifications

• High School Diploma or GED required; Bachelor’s degree is a plus.
• At least one year of customer-facing experience in credit unions or financial institutions.
• Bondable and proficient with Microsoft Office; strong communication skills.

Responsibilities

• 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.

Skills

Customer service

Communication

Positive attitude

Education

High School Diploma or GED

Bachelor's degree

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

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 moststarting 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.

*Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.*

Attachments (3)

Member Service Representative.pdf