Member Solutions Specialist - Loans & Service Excellence

Credit Union of Georgia; Canton (GA); On-site; USD 40,000 - 60,000; Full time

Job summary

Credit Union of Georgia is seeking a talented Member Solutions Officer to join our team. This role focuses on delivering top-tier member service and expert knowledge of consumer loan products, acting as a liaison between the credit union and our members.

The role involves assisting with account inquiries, processing loan applications, cross-selling related products, and ensuring compliance with applicable regulations. A proactive communicator with a customer-focused mindset will thrive here.

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.
• All employees must complete annual training modules including cyber security and bank secrecy act as well as other compliance and regulatory requirements.

Responsibilities

• Deliver exceptional member service while upholding the Credit Union of Georgia brand standards and the journEASE experience.
• Assist members with account 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 loan production goals and cross-sell ancillary products.
• 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.

Skills

Member service

Customer service

Financial services

Education

High school diploma or GED

College degree

Job description

Credit Union of Georgia is seeking a talented Member Solutions Officer to join our team. This role focuses on delivering top-tier member service and expert knowledge of consumer loan products, acting as a liaison between the credit union and our members.

The role involves assisting with account inquiries, processing loan applications, cross-selling related products, and ensuring compliance with applicable regulations. A proactive communicator with a customer-focused mindset will thrive here.