Financial Services Representative I

1 week ago


Midland, Texas, United States My Community Credit Union Full time
Position Overview:

As a vital member of our team at My Community Credit Union, the Financial Services Representative I plays a crucial role in delivering exceptional service to our members. This position encompasses a variety of responsibilities aimed at supporting our members' financial needs.

Key Responsibilities:
  • Loan Support:
    • Facilitate loan interviews to assess member needs.
    • Collect and document necessary information for the underwriting process.
    • Promote and sell loan-related products to enhance member satisfaction.
    • Finalize and close approved loan applications efficiently.
  • Member Engagement:
    • Manage the opening and closing of member accounts.
    • Provide guidance on various financial products and services.
    • Address and resolve member inquiries and concerns promptly.
  • Service Promotion:
    • Identify opportunities for cross-selling additional services.
    • Recommend suitable products to meet member needs.
  • Carry out a range of administrative duties to support daily operations.


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