Rep, Member Service

Colonial Group; Lakeland (FL); Hybrid; USD 38,000 - 58,000; Full time

Job summary

Colonial Group in Florida is seeking a dedicated member service representative to handle consumer loans, deposits, and daily branch transactions with accuracy and professionalism.

You will interview members, assess financial needs, provide coaching and product recommendations, and maintain strong member relationships while supporting branch operations and professional development.

Qualifications

• High school diploma or equivalent required.
• Minimum 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.
• Willingness to pursue ongoing professional development.

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.

Skills

Customer service

Verbal and written communication

Attention to detail

Teamwork

Multi-tasking

Professional appearance

English language

Education

High School Diploma or equivalent

Tools

Windows PC

BCU systems

Job description

SALARY

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.