Member Services & Loan Advisor

Family Security Credit Union; Cullman (AL); On-site; USD 32,000 - 46,000; Full time

Job summary

Family Security Credit Union in Cullman, AL is seeking a full-time Member Services professional to assist members, explain services, and process banking transactions. You will interview loan applicants, assess financial information, and collaborate with management on loan decisions while promoting the credit union’s products.

The role requires a High School Diploma, 18+ years old, and basic PC skills; experience with IRA transactions and regulatory familiarity is preferred.

Qualifications

• High School Diploma or equivalent.
• Must be 18 years or older.
• Intermediate PC knowledge with basic Microsoft Office skills.

Responsibilities

• Greet and assist members with courteous service and accurate transactions.
• Maintain knowledge of products, services, policies, and regulations.
• Interview loan applicants and review applications to assess loan needs and financial condition.
• Analyze financial position to make credit decisions or forward for higher-level approval.
• Assist with opening/closing accounts and IRA transactions.
• Resolve problems within authority and refer others as needed.
• Promote and cross-sell credit union products and services.

Skills

Customer service

Communication

Team player

Multitasking

Interpersonal skills

Education

High school diploma

Tools

Microsoft Office

10-key calculator

Job description

Family Security Credit Union in Cullman, AL is seeking a full-time Member Services professional to assist members, explain services, and process banking transactions. You will interview loan applicants, assess financial information, and collaborate with management on loan decisions while promoting the credit union’s products.

The role requires a High School Diploma, 18+ years old, and basic PC skills; experience with IRA transactions and regulatory familiarity is preferred.