Member Service Representative

Flcu; Ocala (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Florida Credit Union in Ocala, FL is seeking a dedicated Member Service Representative to assist members with financial needs and provide personalized solutions. You will conduct loan interviews, assess applications, and guide members through loan procedures while ensuring accuracy and compliance.

Join a team that values training, development, and community impact. You will cross-sell credit union services, handle memberships, checking accounts, IRAs, and respond to inquiries with

Qualifications

• Customer service experience in financial services or retail environments.
• Familiarity with loan processes and credit products is preferred.
• Ability to communicate clearly and build trusted member relationships.

Responsibilities

• Conduct engaging loan interviews and gather essential credit history to tailor financial solutions to members’ needs.
• Assess loan applications by evaluating assets, liabilities, and credit experiences, and guide members through loan procedures.
• Clearly communicate loan alternatives, credit criteria, and required 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 issues with accuracy and regulatory compliance.
• Adhere to OFAC and Bank Secrecy Act requirements to maintain high compliance standards.

Skills

Customer service

Financial services knowledge

Loan interviewing

Compliance awareness

Education

High school diploma or GED

Job description

Member Service Representative# Member Service RepresentativeSilver Springs - Ocala, FL 34470## OverviewPosition TypeFull Time## Description**Join Our Team at Florida Credit Union – Where Your Future Shines Bright!****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.**Ready to Make a Difference?**If you’re passionate about supporting your community and eager to grow your career with a team that truly cares, we want to hear from you! Apply today and take the first step towards a rewarding career with Florida Credit Union.**Become a vital part of our mission to support and uplift our members – apply now!**