Member Services Specialist – Loans, Notary & Banking

All In Credit Union; Troy (AL); On-site; USD 26,000 - 39,000; Full time

Job summary

All In Credit Union in Troy, AL seeks a friendly Member Service Representative I to support branch operations and help members with loans, accounts, and daily transactions. You will verify documents, ensure compliance, and assist in notary and NMLS activities as required.

The role emphasizes accuracy, member satisfaction, and cross-functional cooperation across departments to maintain quality service and regulatory standards.

Qualifications

• Up to 3 years of related experience in banking or financial services.
• Knowledge of BSA/OFAC compliance.
• Willing to register for NMLS; Notary Public certification may be required.
• Annual BSA training and regulatory knowledge.

Responsibilities

• Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate.
• Process and disburse loan proceeds, ensuring proper documentation and scheduling loan closings with members.
• Complete month-end reporting and ensure compliance with internal standards.
• Help members open and close accounts, including investments and IRA accounts, while maintaining up-to-date records.
• Conduct necessary checks, such as SSN verification, to prevent fraudulent accounts or accounts with outstanding balances.
• Identify cross-sell opportunities for Credit Union products and services to enhance member engagement.

Skills

Customer service

Communication skills

Interpersonal skills

Detail-oriented

Education

High school diploma or GED

Job description

All In Credit Union in Troy, AL seeks a friendly Member Service Representative I to support branch operations and help members with loans, accounts, and daily transactions. You will verify documents, ensure compliance, and assist in notary and NMLS activities as required.

The role emphasizes accuracy, member satisfaction, and cross-functional cooperation across departments to maintain quality service and regulatory standards.