Member Services Pro II: Loans & Accounts

First-Florida-Credit-Union; Tallahassee (FL); On-site; USD 36,000 - 54,000; Full time

Job summary

First Florida Credit Union in Tallahassee, FL is seeking a member-focused associate to assist with account openings, loan applications, and everyday transactions. You will respond to member needs with fairness and integrity, processing deposits, withdrawals, and credit applications while delivering outstanding service.

The role emphasizes accurate data entry, cross-selling credit union services, and ensuring compliance with regulatory requirements.

Qualifications

• 1–3 years of similar or related experience.
• High school diploma or GED required.
• Strong interpersonal and communication skills.

Responsibilities

• Take member loan applications in person or by phone and prepare for review by a Loan Officer.
• Assist members with establishing new accounts and changes to existing accounts.
• Process deposits, withdrawals, loan payments, transfers, and cash advances.
• Cross-sell credit union services and advise on products.
• Balance daily transactions with minimal errors and ensure compliance with Bank Secrecy Act and CIP.

Skills

Customer service

Communication

Attention to detail

Education

High school diploma or GED

Tools

Microsoft Office

Job description

First Florida Credit Union in Tallahassee, FL is seeking a member-focused associate to assist with account openings, loan applications, and everyday transactions. You will respond to member needs with fairness and integrity, processing deposits, withdrawals, and credit applications while delivering outstanding service.

The role emphasizes accurate data entry, cross-selling credit union services, and ensuring compliance with regulatory requirements.