Rep, Member Service

SALARY

This position has a base salary range of $38,400 - $57,600 USD Annual. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.  

Summary

Perform all member service-related functions in a timely and accurate manner. Effectively consult with members and prospective members on credit union products and services, while providing financial well-being solutions tailored to individual needs.

Role and Responsibilities

• Proficiently process consumer loans from application to close, including ancillary product sales.
• Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs.
• Provide financial coaching and product recommendations aligned with member goals.
• Build and maintain favorable member relationships.
• Assist members with loan servicing and credit guidance.
• Meet or exceed individual sales goals to align with and support branch PMO’s.
• Represent the credit union professionally at branch and external business development events.
• Support daily branch operations and assist in training new staff as needed.
• Conduct all member service transactions including deposits, withdrawals, transfers, payments, and account maintenance.
• Ensure accuracy and timeliness in all financial transactions.
• Maintain accurate member records and documentation.
• Comply with internal policies and external regulations.
• Successfully complete all required registrations or certifications as needed.
• Utilize digital tools to enhance member experience and streamline operations.

Qualifications and Education Requirements

• High School Diploma or equivalent.
• Minimum 2 years’ experience in Financial Institution, cash handling, and/or retail sales is preferred.
• Excellent verbal and written communication skills.
• Strong attention to detail and organizational abilities.
• Ability to consistently represent the credit union, in a positive and professional manner at branch and outside business development events.
• Ability to multi-task, and to work well under pressure.
• Team-oriented with the ability to work independently.
• Demonstrate intermediate proficiency in Windows PC applications and BCU systems.
• Willingness to pursue ongoing professional development and financial coaching certifications.
• If work location is in Puerto Rico: Fully Bilingual (English & Spanish) and has the ability to travel to other island areas if necessary.