Rep, Member Service

BCU; De Smet (ID); On-site; USD 40,000 - 60,000; Full time

Job summary

BCU in Idaho seeks a member services professional to process consumer loans from application to close and provide consultative lending assistance. The role focuses on identifying member financial needs and delivering lending solutions while maintaining strong member relations.

The ideal candidate has a high school diploma, 2 years in financial services or retail, and is fully bilingual with excellent communication skills. Travel to other island areas may be required.

Qualifications

• High school diploma or equivalent.
• 2 years of experience in a financial institution or retail sales preferred.
• Fully bilingual.
• Excellent verbal and written communication skills.
• Ability to multi-task and work under pressure.
• Excellent organizational skills.
• Teamwork oriented.
• Operate independently with minimal direction.
• Knowledge of Windows PC and banking systems.
• Willingness to travel to other island areas if necessary.

Responsibilities

• Process consumer loans from application to close with proven sales results.
• Interview members/prospective members to identify and fulfill financial and lending needs.
• Process loan applications and consult to close loans with ancillary products.
• Conduct all member service transactions.
• Build and maintain favorable member relations/relationships.
• Comply with internal and external regulations, policies and procedures.
• Achieve individual sales and service goals including consumer loan origination sales.
• Complete required registrations or certifications as needed.

Skills

Customer service

Sales ability

Communication skills

Multi-tasking

Teamwork

Independent work

Problem solving

Windows PC

Oral presentation

Education

High School Diploma

Tools

Windows PC

Job description

Summary

Perform all member service-related functions in a timely and accurate basis.

Role and Responsibilities

Proficient in processing consumer loans from application to close with proven sales results. Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs. Process consumer loan applications, consult to close loans with ancillary products and service member loan requests. Conduct all member service transactions. Build and maintain favorable member relations/relationships. Comply with internal and external regulations, policies and procedures. Responsible for the achievement of individual sales and service goals including consumer loan origination sales. Successfully complete all required registrations or certifications as needed.

Qualifications and Education Requirements

• High School Diploma or equivalent.
• Minimum 2 years’ experience in financial Institution, and or retail sales experience is preferred.
• Fully Bilingual.
• Excellent verbal and written communication skills.
• Ability to multi-task, and to work well under pressure.
• Excellent organizational skills.
• Teamwork oriented.
• Operate independently with minimum direction.
• Knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
• Excellent oral presentation skills.
• Availability to travel other island areas if necessary.