Member Service Representative - Wildwood
3 days ago
Job summary
Are you a motivated individual who thrives on helping others and finding creative financial solutions? As our Member Service Representative, you'll be the go-to person for our members' financial needs, offering personalized solutions while adhering to our credit union's policies and goals.
Responsibilities
- Conduct engaging loan interviews and gather essential credit history to tailor financial solutions to our members' needs.
- Audits loan applications by evaluating assets liabilities and credits experience guide members through loan procedures Clear communicate loan alternatives credits criteria documentation ensure members feel informed confident Cross sell additional services provide expert advice enhance well-being Process range services membership accounts IRAs resolve member inquiries accuracy compliance regulations OFAC Bank Secrecy Act requirements maintain highest standards adhear adhere comply all regulation terms Adhere comply high standards every time Maintain records follow procedures guidelines Follow up evaluation training development improvement programs All other duties assigned according job description responsibilities As required based business need Job Summary The Member Service Representatives work closely with clients identify understand their unique circumstances offer personalized support guidance meeting their specific needs Respond effectively empathetically handle sensitive situations appropriately Provide excellent customer service focusing client satisfaction ensuring complete understanding of products services offered Ensure accurate processing timely completion various transactions Maintaining confidentiality handling sensitive information positively impacting business outcomes Collaborate cross functionally teams departments enhancing overall performance efficiency Develop strong relationships foster trust building rapport key decision makers stakeholders Identifying opportunities improving processes efficiencies supporting organizational goals vision values Mission Statement Enhance lives Florida neighbors exceptional financial services Join vibrant community dedicated making positive impact Fostering dynamic collaborative work environment valuing team contributions ideas providing comprehensive training setting success day one Enjoy competitive benefits package designed well-being mind Explore numerous opportunities professional development advancement organization Become valuable part mission supporting uplifting members apply now vital part of what we do.
Job description
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