Part-Time Member Services Specialist - Loans & Banking

Credit Union Of Atlanta; Atlanta (GA); On-site; USD 21,000 - 30,000; Part time

Job summary

Credit Union Of Atlanta seeks a part-time Member Services/Contact Center professional in Atlanta, GA. You will respond to member inquiries by phone, email, and in person, process transactions, and promote products and services.

You will verify identities and document interactions while handling cash and maintaining confidentiality. The role requires 1–2 years of banking experience and a high school diploma.

Qualifications

• Customer service experience in a financial setting.
• Knowledge of Credit Union products & services.
• 1-2 years credit union or banking experience.
• Strong communication and accuracy in handling transactions.
• Familiar with BSA/AML/CIP requirements.

Responsibilities

• Assist Contact Center by responding to member inquiries via phone, email, and fax providing information on loans, products and services.
• Verify the identity of each caller to maintain member security and confidentiality.
• Document all interactions and account activities during each member contact.
• Assist members with account transactions such as transfers, payments, stop payments, check requests, and file maintenance.
• Open and close accounts and initiate membership and loan applications via telephone and in person.
• Research and resolve issues related to deposits, withdrawals, loan payments, overdrafts, fees, and other account discrepancies.
• Support members in using electronic services including online banking, mobile banking, remote deposit, and bill pay.
• Set up and troubleshoot home banking and online bill payment services.
• Process loan payments, account deposits, withdrawals, and temporary checks as needed.
• Transfer calls to appropriate departments when further assistance is required.
• Actively identify and recommend products or services that meet members' financial needs.
• Consistently deliver a professional, courteous, and member-focused experience.
• Perform daily member services, such as opening and closing accounts.
• Promote and cross-sell products to build a financial relationship in line with business strategy.
• Resolves discrepancies by servicing file maintenance and account changes.
• Interviews and assists members with loan applications to ensure completeness.
• Evaluate loan applications, verify income, obtain credit bureau reports, and verify debts.
• Notify applicants of loan decisions by phone and provide next steps.
• Explain denial reasons or counter-offers and explore options for denied members.
• Process applications from the online queue for underwriting.
• Coordinate loan closings between the member and the Loan Processor.
• Ensure proper loan processing and adherence to loan quality standards.
• Meet monthly production and sales goals.

Skills

Customer Service

Communication

Cash Handling

Sales/Cross-sell

BSA/AML/CIP compliance

Education

High School Diploma

Job description

Credit Union Of Atlanta seeks a part-time Member Services/Contact Center professional in Atlanta, GA. You will respond to member inquiries by phone, email, and in person, process transactions, and promote products and services.

You will verify identities and document interactions while handling cash and maintaining confidentiality. The role requires 1–2 years of banking experience and a high school diploma.