Member Solutions Specialist

Florida Credit Union; Ocala (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Florida Credit Union in Ocala, FL is seeking a dedicated Member Service Representative to assist members with financial needs and deliver personalized solutions that align with our policies and goals. You'll conduct loan interviews, assess applications, explain options, and cross-sell services while ensuring accuracy and regulatory compliance in a dynamic, member-focused environment.

Join a dynamic team with extensive training and opportunities for growth, plus a competitive benefits package

Qualifications

• A high school diploma or GED with 1–3 years of related experience, or an equivalent mix of education and hands-on work.
• A valid driver's license.

Responsibilities

• Conduct loan interviews and collect credit history to tailor financial solutions.
• Assess loan applications by evaluating assets, liabilities and credit experiences.
• Explain loan alternatives and document requirements to members.
• Cross-sell additional credit union services to support members' financial well-being.
• Process membership applications, checking accounts, IRAs and other services.
• Address member questions and resolve issues while complying with regulations (OFAC and BSA).

Job description

Florida Credit Union in Ocala, FL is seeking a dedicated Member Service Representative to assist members with financial needs and deliver personalized solutions that align with our policies and goals. You'll conduct loan interviews, assess applications, explain options, and cross-sell services while ensuring accuracy and regulatory compliance in a dynamic, member-focused environment.

Join a dynamic team with extensive training and opportunities for growth, plus a competitive benefits package