Member Services & Loans Specialist

Service 1st Federal Credit Union; Montandon (PA); On-site; USD 40,000 - 52,000; Full time

Job summary

Service 1st Federal Credit Union in Montandon, PA seeks a member-focused professional to act as a liaison in a branch retail sales environment. You will greet members, perform routine transactions, open new accounts and support lending services.

Key duties include interviewing and processing loan applications, explaining services to members, cross-selling appropriate products, maintaining files, and ensuring accuracy and compliance with credit union policies.

Qualifications

• Three to five years of similar or related experience in a credit union or banking environment.
• Prior consumer lending experience preferred.

Responsibilities

• Greet members and perform routine account transactions.
• Open new accounts and service existing accounts; provide information.
• Interview, examine and process loan applications.
• Explain services to members and potential members to generate additional business and promote public relations.
• Resolves account related concerns and maintains office files.
• Perform back office data entry work.
• Assist with loan documentation and collection duties as needed.

Skills

Interpersonal skills

Customer service

Sales aptitude

Education

High school diploma or GED

Job description

Service 1st Federal Credit Union in Montandon, PA seeks a member-focused professional to act as a liaison in a branch retail sales environment. You will greet members, perform routine transactions, open new accounts and support lending services.

Key duties include interviewing and processing loan applications, explaining services to members, cross-selling appropriate products, maintaining files, and ensuring accuracy and compliance with credit union policies.