Member Services & Banking Associate

Default; Cumming (GA); On-site; USD 23,000 - 32,000; Full time

Job summary

Georgia United Credit Union is seeking a branch associate to welcome members, explain services, open/close accounts, and research transactions. You will process loan applications, verify details, and help resolve discrepancies while offering tech services and promoting financial products.

The role emphasizes compliance, notary requirements, and exceptional customer service to support member financial goals and trust in the credit union.

Qualifications

• Interpersonal Skills Advanced
• Customer Service Advanced
• Member-first Mentality Advanced
• Detail Oriented

Responsibilities

• Welcome and direct members visiting the branch, creating a positive member experience from start to finish.
• Presents and explains credit union services and products to members, performing daily tasks such as opening and closing accounts, and conducting account research.
• Resolve member account discrepancies by performing file maintenance and making necessary account changes.
• Assists with the escalation of complex transactions when required.
• Informs members about credit union technology services and offerings. Assists members with troubleshooting technology-related transactions and issues.
• Maintains the credit union’s professional reputation by adhering to professional standards of conduct and following credit union guidelines and policies.
• Identifies, recommends, and promotes products and services to build financial relationships in alignment with the credit union’s business strategy.
• Counsels members regarding money management and financial matters.
• Demonstrates awareness and commitment to achieving credit union, branch, and individual goals.
• Uses consultative conversations to assess member needs and recommend appropriate products and services to meet or exceed these goals.
• Promotes and establishes strong, positive, and productive working relationships within the organization by committing to the company’s purpose, mission, and core values.

Skills

Interpersonal Skills

Customer Service

Member-first Mentality

Detail Oriented

Education

High School or better

Job description

Georgia United Credit Union is seeking a branch associate to welcome members, explain services, open/close accounts, and research transactions. You will process loan applications, verify details, and help resolve discrepancies while offering tech services and promoting financial products.

The role emphasizes compliance, notary requirements, and exceptional customer service to support member financial goals and trust in the credit union.