Member Services Representative (45564)

About the role

Elevate your career and make a real difference in members' lives—apply now and become a vital part of our client's dedicated team committed to service, community, and growth!

Responsibilities

• Engage with members to understand their financial needs and provide personalized solutions
• Aid members with loan applications (personal, auto, credit cards, etc.), explaining loan terms, rates, repayment options, and add-on features
• Maintain loan pipelines to ensure timely processing and follow-up
• Open new accounts, IRAs, and CDs, and perform account maintenance activities
• Facilitate member transactions efficiently and accurately
• Guide financial products and services to help members reach their goals
• Support team members by acting as a mentor and fostering a positive team environment
• Ensure compliance with all regulatory, policy, and procedural standards
• Collaborate with colleagues to maintain a positive team environment and share expertise

Requirements

• High school diploma or equivalent (college coursework or degree preferred)
• 3+ years of strong financial sales experience
• Capacity to obtain CUNA FiCEP/CCUFC designation during the first year
• Excellent interpersonal skills with a professional, positive attitude
• Strong communication skills, both written and verbal
• Ability to manage multiple tasks efficiently in a fast-paced environment
• Proficiency with financial software and basic computer applications
• Prior experience with community involvement and business development (preferred)
• Bilingual abilities (preferred)
• Knowledge of banking regulations and compliance standards (preferred)
• 3+ years of consumer lending or banking experience (preferred)

Benefits

• Health and dental insurance
• 401k
• PTO

Pay

Details TBA

Schedule

Details TBA

Skills

• Financial sales experience
• Loan application assistance
• Account opening and maintenance
• Customer service and mentoring
• Compliance with regulatory standards
• Collaboration and teamwork

Palmer Group

Abigal Kramer