Rep, Member Service

BCU; Round Lake Beach (IL); On-site; USD 38,000 - 58,000; Full time

Job summary

BCU is a not-for-profit, member-owned Credit Union located in Round Lake Beach, IL. We are seeking a team-oriented member service professional to manage consumer loans, inquiries, and financial coaching to help members achieve financial well-being.

You will handle deposits, withdrawals, loan applications, and product recommendations while maintaining accurate records and adhering to policies. This role emphasizes service excellence, sales goals, and professional representation at events.

Qualifications

• 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 multi-task and work under pressure.

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 support branch PMO’s.
• Represent the credit union professionally at branch and external 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.

Skills

Customer service

Cash handling

Sales

Communication

Education

High School Diploma or equivalent

Tools

Windows PC applications

BCU systems

Job description

Round Lake Beach, IL, 702 E Rollins Road, Round Lake Beach, Illinois, United States of America

Job Description

Posted Friday, August 21, 2026 at 6:00 AM

At BCU, we believe our success starts with our people, and we're committed to creating an environment where you can thrive through career growth opportunities, competitive benefits, workplace flexibility, and a collaborative culture.

BCU is a not-for-profit, member-owned Credit Union with nearly $6 billion in assets and more than 370,000 members. We provide easy, secure banking solutions that help people achieve financial freedom while serving employees and families of major Fortune 100 organizations and communities across northern Illinois, southern Wisconsin, Minnesota, and Puerto Rico.

We're proud to be Certified™ by Great Place to Work® from March 2026 through March 2027, reflecting our commitment to an inclusive culture where employees feel valued, supported, and empowered.

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.

Our WHY is 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

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.

Round Lake Beach, IL, 702 E Rollins Road, Round Lake Beach, Illinois, United States of America