Rep, Mobile Member Service

Colonial Group; Northern (KY); On-site; USD 35,000 - 52,000; Full time

Job summary

Colonial Group is seeking a Rep, Mobile Member Service to travel across multiple branches and provide timely member service while cross-selling credit union products. The role focuses on identifying and fulfilling customers' financial needs and ensuring regulatory compliance.

The successful candidate will handle loan processing from application to close, interview members to assess lending needs, and build strong member relationships while achieving referral and service goals.

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.
• Detail oriented with excellent organizational skills.
• Ability to travel (approximately 90% travel).
• Bilingual English & Spanish.
• Ability to work well in a team and to cross-sell financial products.

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.

Skills

Verbal communication

Written communication

Bilingual English/Spanish

Customer service

Sales

Team player

Detail oriented

Organizational skills

Multi-tasking

Work under pressure

Independent work

Travel readiness

Windows PC proficiency

Education

High School Diploma or equivalent

Job description

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

1. Proficient in processing loans from application to close with proven sales results.
2. Interview members/prospective members to identify, solicit and fulfill their present and future financial and lending needs.
3. Process loan applications, close loans with loan add-on products and service member loan requests.
4. Conduct all member service transactions.
5. Build and maintain favorable member relations/relationships.
6. Comply with internal and external regulations, policies, and procedures.
7. Responsible for the achievement of individual referrals and service goals.
8. Successfully complete all required registrations or certifications as needed
9. 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)