Member Services & Lending Advisor

First-Florida-Credit-Union; Tallahassee (FL); Sur place; USD 42 000 - 55 000; Plein temps

Résumé du poste

First Florida Credit Union is seeking a customer-focused professional to assist members with account services and lending needs in Tallahassee, FL. You will guide members through openings, disclosures, and complex lending options, ensure accurate documentation, and help manage onboarding calls.

The role emphasizes collaboration, compliance with financial regulations, and cross-selling opportunities. The ideal candidate has 3–5 years of related experience and a high school diploma or GED, with

Qualifications

• Experience three to five years in similar or related roles.
• Knowledge of credit union products and lending processes is preferred.
• Excellent communication and organizational skills.

Responsabilités

• Assist members with opening and closing accounts and product inquiries.
• Explain loan programs and assist with loan applications.
• Ensure documents are complete and accurate before processing.
• Cross-sell products and services and refer issues to supervisor when needed.
• Maintain compliance with Credit Union policies and regulatory requirements.

Connaissances

Member service

Lending knowledge

Cross-selling

Regulatory knowledge

Formation

High school diploma or GED

Description du poste

First Florida Credit Union is seeking a customer-focused professional to assist members with account services and lending needs in Tallahassee, FL. You will guide members through openings, disclosures, and complex lending options, ensure accurate documentation, and help manage onboarding calls.

The role emphasizes collaboration, compliance with financial regulations, and cross-selling opportunities. The ideal candidate has 3–5 years of related experience and a high school diploma or GED, with