Virtual Financial Services Advisor | Loans & Accounts

Jobtailor; Chubbuck (ID); On-site; USD 38,000 - 58,000; Full time

Job summary

ICCU is seeking a proactive member service specialist to interview and qualify loan applicants, open accounts, and assist members via VideoChat. You will analyze credit reports, cross-sell products, and ensure compliance with federal regulations.

The role emphasizes strong communication, confidentiality, and the ability to lead process improvements while supporting member financial goals and service standards.

Qualifications

• Bachelor’s Degree or equivalent experience preferred
• 1–2 years of sales or customer service experience preferred
• Knowledge of federal regulations and general lending policies
• Math, ten-key, data entry, and computer proficiency
• Excellent communication and people skills
• Confidentiality of member records
• Knowledge of Credit Union services
• Cooperative and positive attitude toward members and staff
• Professional appearance and reliability
• Self-motivation and desire to expand financial knowledge
• Ability to help shape policies for efficiency
• Willingness to comply with Bank Secrecy Act & USA Patriot Act
• Eligible for ICCU membership
• Manual dexterity and computer use flexibility

Responsibilities

• Interview and qualify members for loans per Credit Union policies
• Assist members with opening new accounts and transactions via VideoChat
• Provide solutions to help members achieve financial success
• Gather data for complete loan applications and support underwriting
• Review financial situations and make recommendations
• Open new business, certificate, and IRA accounts
• Pull credit reports and analyze eligibility
• Cross-sell Credit Union products and services
• Maintain knowledge of deposits, loans, mortgages, and business products
• Handle account problems and research issues
• Escalate or communicate member needs to management
• Process member wire transfers
• Adhere to policies and procedures and perform other duties as assigned

Skills

Member service

Loan qualification

Credit report analysis

Data gathering

Financial analysis

Communication

Confidentiality

Problem solving

VideoChat platforms

Education

Bachelor’s Degree or Equivalent Experience

Tools

Ten Key Calculator

Computer Systems

Job description

ICCU is seeking a proactive member service specialist to interview and qualify loan applicants, open accounts, and assist members via VideoChat. You will analyze credit reports, cross-sell products, and ensure compliance with federal regulations.

The role emphasizes strong communication, confidentiality, and the ability to lead process improvements while supporting member financial goals and service standards.