Member Service Representative

3 weeks ago

Bowling Green, United States Abound Credit Union Full time

**Member Service Representative / Loan Officer**

**Department:** Bowling Green (Nashville Road Branch) **Location:** Bowling Green, KY

**At Abound Credit Union, we are committed to hardworking Kentuckians. Driven by our dedication to members and community, we create a connected space that inspires financial wellness. We do that by sharing our knowledge, strength and accessibility to provide market-leading value that makes more possible for our members.**

**Here at Abound Credit Union, culture is big deal. We roll up our sleeves each day to make this an awesome place to work. We want to bring great things to our communities, be awesome to each other, ready for whatever comes our way, and hungry to learn and grow as people and professionals. Our best is built from the inside out.**

**POSITION SUMMARY**

Serves as a resource for members financial needs. Liaison between the member and the credit union. Provides account information by phone or in person, as well as information on the full range of credit union products and services. Opens accounts for members, resolves issues, and professionally handles the members daily needs. Provides a variety of transaction services to members including loan processing, closing, and disbursal. Responds to members' request for information, service, or assistance made in person or by mail. Actively promotes and cross-sales credit union product and services in the community and/or retail setting.

**ESSENTIAL DUTIES**

* Enthusiastically promotes and cross-sales credit union products and services based on member needs obtained from member interviews and/or review of members accounts. Maintains an up-to-date and comprehensive knowledge on all Credit Union products and services that are handled or promoted by the Credit Union. Provides detailed and specific information to members regarding Credit Union products and services. Expected to meet specified sales goals. In addition to generating sales, responsible for expanding relationships through quality member service.

* Greets and welcomes members and visitors to the credit union in a professional manner. Represents the credit union to members in a courteous and professional manner. Provides prompt, efficient, accurate and friendly responses to members and potential members request for information and service.

* Counsels applicants for membership on their eligibility, advises them about available products and services, and assists them in completing documents required to establish membership. Ensures all documents are complete and correct. Establishes membership and appropriate accounts in the Teller Navigator system. Disposes of hard-copy documents according to policy.

* Interviews loan applicants, providing guidance regarding financial matters. Reviews loan applications for completeness and accuracy; compares information to other records; obtains credit and unit reports. Approves loans within realm of authority. Disburses approved loans, ensures document accuracy, particularly signatures and witnesses. Explains terms and conditions including collateral held, payment amounts/due dates, and interest rate.

* Performs research to respond to member inquiries. Identifies, obtains, and analyzes relevant records. Advises member of results of research, makes or arranges for required adjustments to accounts, initiates actions to implement member desires (e.g. stop payment order), provides members with information/documents.

* Assists in the settlement of affairs of deceased members. Coordinates with next-of-kin, estate officials, tax officials, and/or legal counsel regarding disposition of accounts (including outstanding loans) of deceased members. Researches and prepares claims for insurance benefits (credit life, life savings, accidental death and dismemberment, group life.

* Assists members in techniques of individual personal financial management (e.g. maintenance of share draft register, balancing accounts, etc.).

* Opens certificates of deposit and redeems U. S. Savings Bonds.

* Performs other duties as required or assigned. This list of essential duties is not exhaustive; it may be supplemented as necessary from time to time.

**QUALIFICATIONS**

**EDUCATION**

* Minimum of a high school diploma or equivalent.

**REQUIRED**

* Applicants for this position must successfully complete and pass the eligibility requirements for registration under the Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E Act), which requires Federal Registration under the Nationwide Mortgage Licensing System and Registry. Applicants at the minimum must furnish the Registry with information concerning the applicants identity including: (1) Fingerprints for submission to the FBI and any other relevant governmental state agency for a State and national criminal history and background check; and (2) personal history and experience including authorization for the Registry to obtain information related to any administrative, civil or criminal findings by governmental jurisdiction. Failure to successfully pass the Registry background screening requirements could result in loss of position and/or employment.

* The ability to promote credit union product and services to members. Record of achievement in cross-selling credit union products and services appropriate to positions held.

* Comprehensive knowledge of credit union products and services.

* Familiarity with credit union philosophy, work procedures, and financial institution operations gained from work experience.

* Self-motivation and enthusiasm toward interacting with and serving members.

* Ability to maintain a professional demeanor in all circumstances and to communicate effectively orally and in writing.

* Ability to operate a personal computer with a high level of proficiency in such software applications as word processing, spreadsheets, internet and email. Ability to operate a fax, calculator and copier.

* Hands-on experience with Teller and Lending Navigator.

* Professional, well-developed interpersonal skills necessary for servicing credit union members and projecting a positive image as a representative for the credit union.

**DESIRED**

* Specialized financial courses beyond high school or equivalent work experience in a financial institution.

* Familiarity with procedures and processing of Credit Union loan products.

* Familiarity with one or more of the following software applications: PC Carbook, NADA, VISA IRMA, and Application Extender.

* Experience in providing face-to-face member/customer service across a broad spectrum of activity or in researching responses to member/customer inquiries.

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