Member Services & Loans Associate

Gesa Credit Union; Grayland (WA); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Ins.

401(k) Match

Tuition Assistance and Student Loan Re

Paid Time Off to Volunteer

Product discounts

Commuter Benefits

Job summary

Gesa Credit Union in Grayland, WA is seeking an entry-level Personal Financial Services Representative to help members open deposit accounts, process lending applications, and provide Notary Public services. This role supports the branch as an MSA and Sr.

MSA, deepening member relationships through proactive outreach. You will deliver outstanding service, balance cash, review credit reports, and promote credit union products while maintaining confidentiality and compliance.

Qualifications

• High School Degree (or equivalent) required.
• Sales/relationship building experience required.
• Cash handling experience preferred.
• At least one (1) year of customer service experience preferred.
• Demonstrate and support credit union values and service standards.
• Notary Public.
• Attend and engage in community events on behalf of the credit union.
• Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements.
• Demonstrate a high level of personal integrity and ethics.
• Report for work on time and maintain a schedule of regular attendance.
• Some travel may be required.
• Proficient with varying levels of technology.

Responsibilities

• Provide exceptional member service to all whom we serve.
• Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership.
• Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
• Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate.
• Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
• Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
• Assist non-members with establishing membership.
• Accurately take consumer lending applications.
• Review credit reports for concerns and obtain approvals and submit loan documentation.
• Close loans and effectively communicate with members regarding the next steps.
• Discuss IRAs and HSAs with members and non-members and meets predetermined goals.
• Process international and domestic requests.
• Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
• Observe and monitor cash activity to ensure the branch and team members are following established cash limits.
• Open consumer deposit accounts and perform consumer account maintenance.
• Place cash and supply orders, balance vault cash, and maintain ATMs.

Skills

Sales/relationship building

Customer service

Cash handling

Communication

Attention to detail

Education

High School Degree

Tools

Notary Public

Job description

Gesa Credit Union in Grayland, WA is seeking an entry-level Personal Financial Services Representative to help members open deposit accounts, process lending applications, and provide Notary Public services. This role supports the branch as an MSA and Sr.

MSA, deepening member relationships through proactive outreach. You will deliver outstanding service, balance cash, review credit reports, and promote credit union products while maintaining confidentiality and compliance.