Member Service Representative

Flcu; Ocala (FL); Hybrid; USD 38,000 - 46,000; Full time

Benefits offered by this job

Competitive benefits

Extensive training

Career growth opportunities

Job summary

Florida Credit Union is seeking a motivated Member Service Representative in Florida to assist members with financial solutions. You will conduct loan interviews, assess credit history, and guide members through loan processes while communicating options clearly and ensuring regulatory compliance.

The role emphasizes personalized service, cross-selling of credit union products, and handling memberships and basic accounts with a focus on accuracy and member satisfaction.

Qualifications

• 1-3 years of related experience or equivalent mix of education and hands-on experience.
• Strong interpersonal skills and customer-focused approach.
• Ability to clearly communicate loan options and documentation requirements.

Responsibilities

• Conduct loan interviews and gather credit history to tailor financial solutions.
• Evaluate assets, liabilities, and credit histories to assess loan applications.
• Explain loan options, criteria, and required documentation to members.
• Cross-sell additional credit union services to enhance members' financial well-being.
• Process memberships, checking accounts, IRAs, and related services.
• Address member inquiries and resolve issues while ensuring regulatory compliance.
• Adhere to OFAC and Bank Secrecy Act requirements.

Skills

Customer service

Communication

Problem solving

Education

High school diploma or GED

Job description

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.

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.

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!