Financial Services Representative

2 weeks ago


Bowling Green, Kentucky, United States Abound Credit Union Full time
Member Service Representative / Loan Officer

**About the Role**

At Abound Credit Union, we're committed to serving the financial needs of hardworking Kentuckians. As a Member Service Representative / Loan Officer, you'll play a vital role in helping our members achieve financial wellness by providing exceptional service and promoting our market-leading products and services.

**Key Responsibilities**

  • Serve as a resource for members' financial needs, providing account information and guidance on our full range of products and services.
  • Act as a liaison between members and the credit union, resolving issues and handling daily needs with professionalism.
  • Provide transaction services, including loan processing, closing, and disbursal, as well as opening accounts and promoting credit union products and services.
  • Respond to members' requests for information, service, or assistance, both in person and by mail.
  • Actively promote and cross-sell credit union products and services in the community and/or retail setting.

**Requirements**

  • Minimum of a high school diploma or equivalent.
  • Ability to promote credit union products and services to members.
  • Record of achievement in cross-selling credit union products and services.
  • Comprehensive knowledge of credit union products and services.
  • Familiarity with credit union philosophy, work procedures, and financial institution operations.
  • 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 software applications such as word processing, spreadsheets, internet, and email.

**Preferred Qualifications**

  • 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.

**What We Offer**

At Abound Credit Union, we're committed to creating a connected space that inspires financial wellness. We offer a dynamic work environment, opportunities for growth and development, and a team that's passionate about serving our members and community.



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