Mobile Member Service Specialist (Travel & Loans)

BCU; Center (IN); On-site; USD 42,000 - 52,000; Full time

Job summary

BCU in Indiana is seeking a Rep, Mobile Member Service to support members across branches. You will process loans from application to close, cross-sell credit union products, and deliver timely, accurate service to members.

Travelling across multiple branches, you will build strong member relations, comply with policies, and strive to meet referral and service goals while maintaining professional conduct. Requires a high school diploma, 2 years in financial institutions or retail sales,

Qualifications

• High School Diploma or equivalent.
• Minimum 2 years' experience in financial institutions, cash handling, and/or retail sales.
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational skills.
• Ability to multi-task and work well under pressure.
• Team player with the ability to travel (approximately 90%).
• Bilingual in English and Spanish.

Responsibilities

• Proficient in processing loans from application to close with proven sales results.
• Interview members to identify and fulfill their financial and lending needs.
• Process loan applications and close loans with add-on products.
• Conduct all member service transactions.
• Build and maintain favorable member relations.
• Comply with internal and external regulations, policies, and procedures.
• Achieve individual referrals and service goals.
• Complete required registrations or certifications as needed.
• Travel across multiple branches.

Skills

Verbal communication

Written communication

Detail oriented

Multi-tasking

Travel flexibility

Bilingual EN/ES

Team player

Windows proficiency

Education

High School Diploma or equivalent

Job description

BCU in Indiana is seeking a Rep, Mobile Member Service to support members across branches. You will process loans from application to close, cross-sell credit union products, and deliver timely, accurate service to members.

Travelling across multiple branches, you will build strong member relations, comply with policies, and strive to meet referral and service goals while maintaining professional conduct. Requires a high school diploma, 2 years in financial institutions or retail sales,