Member Services & Loans Specialist

Educators Credit Union; Burlington (WI); On-site; USD 19,000 - 28,000; Full time

Job summary

Educators Credit Union is seeking a Branch Universal Representative to assist members in person and over the phone with financial needs, including teller transactions, accounts, and loan support.

The role involves greeting members, processing deposits and withdrawals, and guiding them on products and services. You will balance cash, handle transfers, and contribute to marketing efforts while maintaining confidentiality and accuracy.

Qualifications

• One to three years of similar or related experience.
• General knowledge of credit union operations and procedures.
• Effective communication with members and colleagues.

Responsibilities

• Perform teller functions: deposits, withdrawals, loan payments, money orders, and transfers.
• Open and close accounts; maintain member records.
• Greet members in person and by phone; explain products and services.
• Balance cash drawer and daily transactions with accuracy.
• Promote marketing campaigns and educate members on referrals and new products.
• Process loan applications and support member decisions.
• Perform other duties as assigned.

Skills

One to three years experience

Education

High school diploma or GED

Job description

Educators Credit Union is seeking a Branch Universal Representative to assist members in person and over the phone with financial needs, including teller transactions, accounts, and loan support.

The role involves greeting members, processing deposits and withdrawals, and guiding them on products and services. You will balance cash, handle transfers, and contribute to marketing efforts while maintaining confidentiality and accuracy.