Rep, Member Service

BCU; Crystal Lake (IL); On-site; USD 38,400 - 57,600; Full time

Benefits offered by this job

Flexible work arrangements

Casual dress code

Job summary

BCU in Crystal Lake, IL is seeking a Member Service role focused on assisting members with deposits, loans, and financial well‑being solutions. You will consult on credit union products, process transactions, and support daily branch operations.

The role requires a high school diploma, 2 years in financial services, strong communication, and the ability to build relationships. The salary range is $38,400 to $57,600, with flexible work arrangements and a culture of inclusion.

Qualifications

• High School Diploma or equivalent.
• 2 years’ experience in Financial Institution, cash handling, and/or retail sales preferred.
• Excellent verbal and written communication skills.
• Strong attention to detail and organizational abilities.
• Ability to represent the credit union professionally at events.

Responsibilities

• Process consumer loans from application to close, including ancillary product sales.
• Interview members to identify and fulfill financial and lending needs.
• Provide financial coaching and product recommendations aligned with member goals.
• Build and maintain favorable member relationships.
• Assist members with loan servicing and credit guidance.
• Meet or exceed individual sales goals to support branch PMO’s.
• Represent the credit union at branch and external events.
• Support daily branch operations and train new staff as needed.
• Conduct all member service transactions including deposits, withdrawals, transfers, payments, and account maintenance.

Skills

Communication (verbal & written)

Attention to detail

Teamwork

Multi‑tasking

Education

High School Diploma or equivalent

Tools

Windows PC applications

BCU systems

Job description

Crystal Lake, IL, 415 S Main Street, Crystal Lake, Illinois, United States of America

Job Description

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.

OurWHYis the reason we exist:To Empower People to Discover Financial Freedom.What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU!#bYOU

This position has a base salary range of $38,400 - $57,600 USD Annual. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.

Summary

Perform all member service-related functions in a timely and accurate manner. Effectively consult with members and prospective members on credit union products and services, while providing financial well‑being solutions tailored to individual needs.

Role and Responsibilities

• Proficiently process consumer loans from application to close, including ancillary product sales.
• Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs.
• Provide financial coaching and product recommendations aligned with member goals.
• Build and maintain favorable member relationships.
• Assist members with loan servicing and credit guidance.
• Meet or exceed individual sales goals to align with and support branch PMO’s.
• Represent the credit union professionally at branch and external business development events.
• Support daily branch operations and assist in training new staff as needed.
• Conduct all member service transactions including deposits, withdrawals, transfers, payments, and account maintenance.
• Ensure accuracy and timeliness in all financial transactions.
• Maintain accurate member records and documentation.
• Comply with internal policies and external regulations.
• Successfully complete all required registrations or certifications as needed.
• Utilize digital tools to enhance member experience and streamline operations.

Qualifications and Education Requirements

• High School Diploma or equivalent.
• Minimum 2 years’ experience in Financial Institution, cash handling, and/or retail sales is preferred.
• Excellent verbal and written communication skills.
• Strong attention to detail and organizational abilities.
• Ability to consistently represent the credit union, in a positive and professional manner at branch and outside business development events.
• Ability to multi‑task, and to work well under pressure.
• Team‑oriented with the ability to work independently.
• Demonstrate intermediate proficiency in Windows PC applications and BCU systems.
• Willingness to pursue ongoing professional development and financial coaching certifications.
• If work location is in Puerto Rico: Fully Bilingual (English & Spanish) and has the ability to travel to other island areas if necessary.

BCU Shared Values:

We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.

We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we’ve created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner . #LoveBCU