Member Service Representative

Florida Credit Union; 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 deliver personalized solutions that align with our policies and goals. You'll conduct loan interviews, assess applications, explain options, and cross-sell services while ensuring accuracy and regulatory compliance in a dynamic, member-focused environment.

Join a dynamic team with extensive training and opportunities for growth, plus a competitive benefits package

Qualifications

• A high school diploma or GED with 1–3 years of related experience, or an equivalent mix of education and hands-on work.
• A valid driver's license.

Responsibilities

• Conduct loan interviews and collect credit history to tailor financial solutions.
• Assess loan applications by evaluating assets, liabilities and credit experiences.
• Explain loan alternatives and document requirements to members.
• Cross-sell additional credit union services to support members' financial well-being.
• Process membership applications, checking accounts, IRAs and other services.
• Address member questions and resolve issues while complying with regulations (OFAC and BSA).

Job description

Job Details Job Location: Country Oaks - Ocala, FL 34481 Position Type: Full Time 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!