Member Services & Loan Advisor

Rally Credit Union; Corpus Christi (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Rally Credit Union in Corpus Christi, TX seeks a loan officer to make consumer loans, assess member needs, and cross-sell products while following policy. You will provide consultative sales, refer opportunities, complete loan reviews, and communicate decisions to members.

The role requires a high school diploma, 2 years of customer service experience, and 1 year of banking or credit union experience preferred, with strong teamwork and communication skills.

Qualifications

• 2 years assessing and meeting customers/members needs through offering products and services.
• 1 year banking or credit union experience preferred.

Responsibilities

• Make consumer loans following current policies and meet performance targets for loan production.
• Cross-sell all products and services while adhering to policy and procedures.
• Refer sales opportunities to other lines of business.
• Complete loan reviews and forward to underwriters for decision.
• Communicate loan decisions with members.
• Maintain excellence in member service and data accuracy.
• Assist with account operations and general file maintenance as needed.
• Provide access/servicing to safe deposit boxes (Spohn location only).

Skills

Consultative sales

Cross-selling

Customer service

Teamwork

Clear communication

Education

High School Diploma or GED

Tools

Windows PC

Job description

Rally Credit Union in Corpus Christi, TX seeks a loan officer to make consumer loans, assess member needs, and cross-sell products while following policy. You will provide consultative sales, refer opportunities, complete loan reviews, and communicate decisions to members.

The role requires a high school diploma, 2 years of customer service experience, and 1 year of banking or credit union experience preferred, with strong teamwork and communication skills.