Member Services & Lending Specialist

SECU; Yanceyville (NC); On-site; USD 36,000 - 52,000; Full time

Job summary

SECU, a credit union based in North Carolina, seeks a diligent Member Services Officer to handle account maintenance, open accounts, and assist in consumer lending. The role requires compliance with policies, strong communication, and a customer-first mindset.

Responsibilities include processing transactions, assisting with loans within assigned limits, and promoting credit union products. Training modules and community involvement are part of the role, with emphasis on confidentiality and

Qualifications

• Excellent communication skills, both verbal and written.
• Ability to work independently and as part of a team.
• Ability to maintain confidentiality and comply with policies.
• Experience in member services or related role preferred.

Responsibilities

• Process member transactions and balance cash drawer per guidelines.
• Open accounts and assist with various product offerings.
• Assist with loans within assigned limits and refer beyond limits to higher authority.
• Maintain knowledge of credit union products and services for member referrals.
• Organize community events to enhance SECU presence.
• Complete required training modules within the first year.

Skills

Communication

Customer service

Active listening

Problem solving

Teamwork

Self-motivation

Education

High school diploma or GED

Bachelor’s degree or CCUE Certification or Associate degree

Tools

OnBase

Job description

SECU, a credit union based in North Carolina, seeks a diligent Member Services Officer to handle account maintenance, open accounts, and assist in consumer lending. The role requires compliance with policies, strong communication, and a customer-first mindset.

Responsibilities include processing transactions, assisting with loans within assigned limits, and promoting credit union products. Training modules and community involvement are part of the role, with emphasis on confidentiality and