Rep, Mobile Member Service

BCU; Center (IN); Presencial; USD 42.000 - 52.000; Tempo integral

Resumo da vaga

BCU in Indiana is seeking a Rep, Mobile Member Service to support members across branches. You will process loans from application to close, cross-sell credit union products, and deliver timely, accurate service to members.

Travelling across multiple branches, you will build strong member relations, comply with policies, and strive to meet referral and service goals while maintaining professional conduct. Requires a high school diploma, 2 years in financial institutions or retail sales,

Qualificações

• High School Diploma or equivalent.
• Minimum 2 years' experience in financial institutions, cash handling, and/or retail sales.
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational skills.
• Ability to multi-task and work well under pressure.
• Team player with the ability to travel (approximately 90%).
• Bilingual in English and Spanish.

Responsabilidades

• Proficient in processing loans from application to close with proven sales results.
• Interview members to identify and fulfill their financial and lending needs.
• Process loan applications and close loans with add-on products.
• Conduct all member service transactions.
• Build and maintain favorable member relations.
• Comply with internal and external regulations, policies, and procedures.
• Achieve individual referrals and service goals.
• Complete required registrations or certifications as needed.
• Travel across multiple branches.

Conhecimentos

Verbal communication

Written communication

Detail oriented

Multi-tasking

Travel flexibility

Bilingual EN/ES

Team player

Windows proficiency

Formação

High School Diploma or equivalent

Descrição da vaga

We want to invest in YOU!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.

We want to invest in YOU!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. Looking for a great place to work? Let's talk.

Rep, Mobile Member Service

Summary

Travelling across multiple branches, all member service-related functions will be performed on a timely and accurate basis. To effectively cross-sell credit union products and services and understand the importance of providing mutually beneficial financial and lending solutions to all our members.

Role and Responsibilities

• Proficient in processing loans from application to close with proven sales results.
• Interview members/prospective members to identify, solicit and fulfill their present and future financial and lending needs.
• Process loan applications, close loans with loan add-on 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 referrals and service goals.
• Successfully complete all required registrations or certifications as needed
• Travelling across multiple branches.

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.
• Must be detail oriented and possess excellent organizational skills.
• Ability to consistently represent one's self, and 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.
• Ability to work well in a team environment.
• Ability to travel (approximately 90% travel will be required). Some out-of-state travel may be required.
• Operate independently with minimal direction.
• Intermediate knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
• Bilingual (English & Spanish)

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.