Member Solutions Officer

Credit Union of Georgia; Jasper (GA); Sur place; USD 42 000 - 62 000; Plein temps

Résumé du poste

Credit Union of Georgia is seeking a Talented Member Solutions Officer to join our team. You will provide top-tier member service, process loan applications, and identify the best lending options to meet member needs.

The role emphasizes cross-selling and maintaining compliance with relevant regulations. You will support branch operations and complete training to stay current with policies and standards.

Qualifications

• Minimum 1 year of experience in member solutions, financial services, or customer service.
• At least 1 year of experience in bank or credit union lending required.
• 5+ years of professional work experience preferred.

Responsabilités

• Provide top-tier member service per brand standards and journEASE experience.
• Assist members with inquiries, requests, and new accounts.
• Process loan applications and supporting docs with accuracy.
• Identify lending opportunities by reviewing credit reports.
• Meet loan goals and cross-sell GAP, Warranty, and Credit Shield.
• Support branch ops, including opening/closing.
• Maintain knowledge of policies and ensure regulatory compliance.
• Cross-sell and explain benefits of credit union products.
• Complete required compliance, security, and training.
• Perform other duties as assigned.

Connaissances

Customer service

Lending knowledge

Cross-selling

Formation

High school diploma or GED

College degree preferred

Description du poste

Description

Credit Union of Georgia is continuing to grow, and we are looking for a talented Member Solutions Officer to join our team. At Credit Union of Georgia, every role contributes to helping our members achieve their financial goals. Join a team that puts members at the center of everything we do!

The Member Solutions Officer provides top-tier support and service to members while demonstrating expert knowledge of consumer loan products. Acting as a liaison between the credit union and its members, this individual helps identify the best loan solutions that meet the needs of both the member and the institution.

Responsibilities

• Deliver exceptional member service by upholding the Credit Union of Georgia brand standards and the journEASE experience - Engage, Ask, Solve, and Excite.


• Assist members with account-related inquiries, requests, and complaints, including opening new accounts and providing accurate information about credit union products and services.


• Process loan applications and supporting documentation such as credit reports, income verifications, and title/lien searches with accuracy and efficiency.


• Identify additional lending opportunities by reviewing member credit reports and proactively offering appropriate loan products.


• Meet or exceed individual and branch loan production goals and cross-sell ancillary products such as GAP, Warranty, and Credit Shield insurance.


• Support branch operations, including opening and closing procedures, and handle complex issues or exceptions in the absence of branch management.


• Maintain current knowledge of credit union policies, procedures, and service standards, ensuring compliance with all regulations including the Bank Secrecy Act, Patriot Act, and OFAC.


• Build strong member relationships by cross-selling and explaining the benefits of credit union products and services.


• Complete required compliance, security, and professional development training within designated timeframes.


• Perform other duties as assigned.

Requirements

• Minimum 1 year of experience in member solutions, financial services, or customer service.


• At least 1 year of experience in bank or credit union lending required.


• 5+ years of professional work experience preferred.


• High school diploma or GED required.


• College degree preferred.


• All employees must complete annual training modules including but not limited to cyber security, bank secrecy act as well as other compliance and regulatory requirements.