Member Solutions Officer

Credit Union of Georgia; Town of Canton (NY); On-site; USD 42,000 - 56,000; Full time

Job summary

Credit Union of Georgia is seeking a Member Solutions Officer to provide premier service to members and to help identify optimal loan solutions. The role requires knowledge of consumer loan products and the ability to act as a liaison between members and the credit union.

Responsibilities include processing loan applications, supporting accounts, and meeting branch loan production goals while cross-selling GAP, warranties, and insurance. Compliance training is required annually.

Qualifications

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

Responsibilities

• Deliver top-tier member service while upholding brand standards and the journEASE experience.
• Assist members with account inquiries, requests, and complaints, including new accounts.
• Process loan applications and supporting documentation with accuracy.
• Identify lending opportunities by reviewing member credit reports and offering products.
• Meet or exceed loan production goals and cross-sell ancillary products.
• Support branch operations and handle complex issues in absence of branch management.
• Maintain knowledge of policies, procedures, and regulations including BSA and OFAC.
• Build strong member relationships by explaining benefits of products and services.
• Complete required compliance and professional development training.

Skills

Member solutions

Customer service

Lending knowledge

Education

High school diploma or GED

College degree preferred

Job description

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.