Member Services & Loans Advisor

L&N Federal Credit Union; Williamsburg (KY); On-site; USD 36,000 - 48,000; Full time

Job summary

L&N Federal Credit Union is seeking a Banking Officer in Williamsburg, KY to handle member accounts, loans, and service inquiries. You will open accounts, assist with cross-sell opportunities, and ensure onboarding procedures are followed for new members.

The role requires 1–3 years of related experience and a high school diploma or GED; an Associate degree is preferred. This is a full-time, on-site position in Williamsburg, with emphasis on service excellence and regulatory compliance.

Qualifications

• High school education or GED required.
• Associate’s Degree or higher preferred.
• 1 year to 3 years of similar or related experience required.

Responsibilities

• Provide information concerning services to new and existing members related to accounts, consumer loans, auto loans, and mortgage loans.
• Open new member service accounts and resolve questions or problems in regards to member service issues while looking for cross-sell opportunities to better service the members.
• Effectively follow all onboarding procedures with all new members.
• Stay informed on all credit union promotions of new products or services.
• Conduct member service interactions consistent with the standards detailed in our Managing Service Excellence program.
• Adhere to Bank Secrecy Act and security procedures of the credit union.
• Provide product knowledge to members and be prepared to compare with the competition.
• Keep abreast of federal regulations and stay in compliance with all laws.
• Cooperate and work together as a team with coworkers, maintain a neat work area, and perform other duties as required by management.
• To practice confidentiality where appropriate in all employee, member and credit union affairs.
• Will be required to be able to operate a cash drawer and balance it.
• Assist Member Service Representative/Teller when possible to offer members prompt service.

Skills

Customer service

Cash handling

Cross-selling

Teamwork

Education

High school diploma or GED

Associate degree preferred

Tools

Cash register

Job description

L&N Federal Credit Union is seeking a Banking Officer in Williamsburg, KY to handle member accounts, loans, and service inquiries. You will open accounts, assist with cross-sell opportunities, and ensure onboarding procedures are followed for new members.

The role requires 1–3 years of related experience and a high school diploma or GED; an Associate degree is preferred. This is a full-time, on-site position in Williamsburg, with emphasis on service excellence and regulatory compliance.