Member Services Advisor - Loans & Financial Solutions

Florida Credit Union; Florida; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Dynamic Team Environment

Extensive Training

Exceptional Benefits

Career Growth

Job summary

Florida Credit Union is seeking a motivated Member Service Representative at the Trailwinds Branch in Wildwood, FL to help members with financial needs, openings checking accounts, and guide them through loan options.

You will conduct loan interviews, assess credit history, explain loan choices, cross-sell services, and ensure compliance with OFAC and BSA requirements while delivering friendly, accurate service.

Qualifications

• 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.

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.

Education

High school diploma or GED

Job description

Florida Credit Union is seeking a motivated Member Service Representative at the Trailwinds Branch in Wildwood, FL to help members with financial needs, openings checking accounts, and guide them through loan options.

You will conduct loan interviews, assess credit history, explain loan choices, cross-sell services, and ensure compliance with OFAC and BSA requirements while delivering friendly, accurate service.