Part-Time Member Service Representative

All In Credit Union; Daleville (AL); Vor Ort; USD 26.000 - 39.000; Teilzeit

Zusammenfassung

All In Credit Union in Daleville, AL is seeking a Part-Time Member Service Representative. The role supports branch operations, processes loans, opens/closes accounts, and ensures regulatory compliance.

Ideal candidates have up to 3 years in financial services, HS diploma or GED, strong communication, and BSA/OFAC knowledge. NMLS registration and Notary Public certification may be required. Hours: Mon & Fri 8-5; Tue/Thu 8-3; Wed off.

Qualifikationen

• Minimum up to 3 years of related experience in financial or banking environments.
• High school diploma or GED required.
• Excellent communication skills to interact professionally with members and colleagues.
• Knowledge of BSA/OFAC compliance and related inquiries.
• Willingness to register and participate in NMLS; Notary Public certification may be required.
• Must complete annual BSA training and stay updated on applicable laws and regulations.

Aufgaben

• Assist members with loan and credit card applications with complete and accurate documentation.
• Process and disburse loan proceeds; schedule loan closings with members.
• Complete month-end reporting and ensure compliance with internal standards.
• Help members open/close accounts, including investments and IRA accounts; maintain records.
• Conduct checks like SSN verification to prevent fraudulent accounts or delinquent balances.
• Serve as a liaison between members and departments; ensure clear communication.
• Process and authenticate financial transactions (deposits, withdrawals, loan payments, wires).
• Identify cross-sell opportunities for Credit Union products and services.

Kenntnisse

Interpersonal Skills

Customer service

Attention to detail

Ausbildung

High school diploma or GED

Tools

BSA/OFAC compliance

NMLS

Notary Public

Jobbeschreibung

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Part-Time Member Service Representative

Daleville Regular Part-Time Clerical Daleville, Daleville, AL, US

2 days ago Requisition ID: 2366

Salary Range: $18.80 To $28.17 Hourly

*This position's hours are Monday and Friday 8-5, Tuesday and Thursday 8-3 with Wednesday off.

Do you have a passion for customer service, helping others find financial security, and being a part of your community?

As the Member Service Representative, you'll be a vital part of our branch operations, managing a variety of tasks that keep our loans, products, and services on track and aligned with Credit Union standards. From processing loans and maintaining proper documents to tracking compliance and keeping members and coworkers informed, your role will be central to ensuring efficiency and accuracy. This position is perfect for a detail-oriented professional with a drive to satisfy the financial needs of others, multi-task, and stay organized.

Key Responsibilities:

• Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate.
• Process and disburse loan proceeds, ensuring proper documentation and scheduling loan closings with members.
• Complete month-end reporting and ensure compliance with internal standards.
• Help members open and close accounts, including investments and IRA accounts, while maintaining up-to-date records.
• Conduct necessary checks, such as SSN verification, to prevent fraudulent accounts or accounts with outstanding balances.
• Serve as a liaison between members and various departments, ensuring clear communication.
• Process and authenticate financial transactions such as deposits, withdrawals, loan payments, wires, and more.
• Identify cross-sell opportunities for Credit Union products and services to enhance member engagement.
• Perform administrative tasks including filing, data entry, equipment maintenance, and answering phones.
• Register and participate in the Nationwide Mortgage Licensing System and Registry (NMLS) as required.
• Provide notary services (if applicable) in compliance with state regulations.
• Act as the Membership Officer, supporting high levels of member satisfaction.

What You Bring to the Team:

• Experience:Up to 3 years of related experience in a financial or banking environment.
• Education:High school diploma or GED required.
• Interpersonal Skills:Excellent communication skills with the ability to interact professionally with members and colleagues.
• Technical Skills:Knowledge of BSA/OFAC compliance, with the ability to assist members with related inquiries.
• Certifications:Must be willing to register and participate in NMLS, and Notary Public certification may be required.
• Miscellaneous:Must complete annual BSA training and maintain knowledge of applicable laws and regulations.

Why Join Us?

At All In Credit Union, we believe in building a supportive and inclusive environment where members and team members alike feel valued. We offer opportunities for professional growth and community involvement within a dynamic, purpose-driven organization.

We are committed to fostering a workplace culture that exemplifies our values: Sparkle-embracing Smiling, Passionate, Accountable, Resilient, Kind, a Listener, and Empathetic.

Commitment to Equal Opportunity

All In Credit Union is an Equal Opportunity Employer. We are dedicated to fostering an inclusive, member-focused environment. We fully accommodate employees with disabilities while ensuring exceptional service. We are proud to be an Equal Opportunity Employer of Females, Minorities, Veterans, and Disabled individuals, and we maintain a drug-free workplace.

Ready to Make a Difference?