Financial Services Representative

4 weeks ago


Gainesville, Florida, United States FLORIDA CREDIT UNION Full time
Job Summary
As a Member Service Representative at Florida Credit Union, you will be the primary point of contact for our members' financial needs. Your role will involve conducting loan interviews, assessing loan applications, and providing expert advice to enhance members' financial well-being. You will also be responsible for processing financial services, addressing member inquiries, and adhering to regulatory requirements.

Key Responsibilities
  • Conduct engaging loan interviews and gather essential credit history to tailor financial solutions to our members' needs.
  • Assess loan applications by evaluating assets, liabilities, and credit experiences, and guide members through our loan procedures.
  • Clearly communicate loan alternatives, credit criteria, and documentation to ensure members feel informed and confident.
  • Cross-sell additional credit union services and provide expert advice to enhance members' financial well-being.
  • Process a range of financial services, including membership applications, checking accounts, IRAs, and more.
  • Address member inquiries and resolve any issues, ensuring accuracy and compliance with all regulations.
  • Adhere to OFAC and Bank Secrecy Act requirements to maintain the highest standards of compliance.
Requirements
  • A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.
  • A current driver's license.
About Us
At Florida Credit Union, our mission is to enhance the lives of our Florida neighbors through exceptional financial services. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported. If you're passionate about supporting your community and eager to grow your career with a team that truly cares, we want to hear from you.

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