Member Solutions Officer

Credit Union of Georgia; Texas; Presencial; USD 42.000 - 60.000; Jornada completa

Descripción de la vacante

Credit Union of Georgia is seeking a diligent Member Solutions Officer to deliver top-tier service to members, assist with account questions, and process loan applications with accuracy and empathy.

You will identify lending opportunities, cross-sell products, support branch operations, and maintain up-to-date knowledge of policies and security standards to ensure compliant service.

Formación

• 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.
• All employees must complete annual training modules including cyber security and regulatory requirements.

Responsabilidades

• Deliver exceptional member service by upholding brand standards and the journEASE experience.
• Assist members with account inquiries, requests, and complaints, including opening new accounts and providing product information.
• Process loan applications and supporting documentation with accuracy and efficiency.
• Identify additional lending opportunities by reviewing member credit reports and offering appropriate loan products.
• Meet or exceed loan production goals and cross-sell ancillary products.
• Support branch operations, including opening/closing procedures and handling complex issues.
• Maintain knowledge of policies and regulations including Bank Secrecy Act and OFAC compliance.
• Build strong member relationships by explaining benefits of credit union products.
• Complete required compliance and professional development training on time.

Conocimientos

Member services

Lending knowledge

Cross-selling

Communication

Educación

High school diploma or GED

College degree preferred

Descripción del empleo

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.