Member Services & Lending Advisor

Alabama One Credit Union; Tuscaloosa (AL); On-site; USD 38,000 - 62,000; Full time

Job summary

Alabama One Credit Union is seeking a Financial Services Officer in Tuscaloosa, AL. The role focuses on cultivating member relationships, identifying lending needs, and guiding members through products and services offered by Alabama ONE.

The position involves account openings, transaction support, and providing guidance on consumer loans while maintaining strong knowledge of available offerings. Candidates should communicate effectively and work within a team to ensure service excellence.

Qualifications

• Requires high school diploma or GED.
• Experience in financial services or customer-facing roles is preferred.
• Proficiency with MS Office and familiarity with financial software.

Responsibilities

• Assist Members with opening/closing accounts and basic transactions; resolve issues and provide product guidance.
• Evaluate lending needs and assist underwriters by sharing information and initial loan assessments.
• Develop member relationships and identify cross-sell opportunities for Alabama ONE products and services.
• Provide information on membership requirements, services, and rights; maintain knowledge of Alabama ONE offerings.
• Maintain records and reports; support member engagement and retention initiatives.
• Assist with safe deposit boxes and operational tasks while adhering to policies to mitigate risks.

Skills

Communication

Teamwork

Travel readiness

Education

High School Diploma/GED

Bachelor's Degree

Tools

MS Office

Financial software

Job description

Alabama One Credit Union is seeking a Financial Services Officer in Tuscaloosa, AL. The role focuses on cultivating member relationships, identifying lending needs, and guiding members through products and services offered by Alabama ONE.

The position involves account openings, transaction support, and providing guidance on consumer loans while maintaining strong knowledge of available offerings. Candidates should communicate effectively and work within a team to ensure service excellence.