On-Site Member Experience & Financial Services Expert

University Of Kentucky Federal Cred; Ashland (KY); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Competitive benefits

Growth opportunities

Impactful work

Job summary

UKFCU in Ashland, KY is hiring a Member Services Representative to be the face of the credit union, processing transactions, answering inquiries, and educating members about products that fit their financial needs.

You'll handle deposits, withdrawals, loan payments, account maintenance, and follow compliance rules while building relationships and identifying sales opportunities through cross-selling.

Qualifications

• Three to five years of similar or related experience preferred.
• High school diploma or equivalent required.
• Experience with customer service and financial transactions preferred.
• Proficiency in financial software and Microsoft Office applications.

Responsibilities

• Provide account services, including deposits, withdrawals, check cashing, and loan payments.
• Follow transactional guidelines to safeguard our members and credit union while processing account-related requests.
• Update member account records as needed, maintaining accurate records of member transactions.
• Interview members to assess financial needs and recommend appropriate credit union products.
• Cross-sell credit union services, including loans, savings plans, and financial tools.
• Participate in sales development training and activities to enhance service offerings.
• Regularly contact members via email and phone to maintain relationships and share sales opportunities.
• Notarize documents, research accounts, perform account maintenance, open deposit accounts (consumer, business, IRA), originate loan applications, inform members of loan decisions, explain loan documents to members.
• Ensure compliance with federal, state, and local regulations.
• Maintain confidentiality of member and employee information.
• Assist in resolving member concerns, escalating issues as necessary.
• Reconcile cash drawers and maintain accurate cash handling procedures.
• Stay updated on industry trends, competitor practices, and regulatory changes.

Skills

Customer service

Communication skills

Financial calculations

Microsoft Office

Education

High school diploma or equivalent

Job description

UKFCU in Ashland, KY is hiring a Member Services Representative to be the face of the credit union, processing transactions, answering inquiries, and educating members about products that fit their financial needs.

You'll handle deposits, withdrawals, loan payments, account maintenance, and follow compliance rules while building relationships and identifying sales opportunities through cross-selling.