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Member Service Representative
Leaders Credit UnionMember Service Representative assisting with loan origination, account management, and product inquiries at Leaders Credit Union. Providing courteous service and identifying member needs for financial solutions.
About the role
Key responsibilities & impact- Assisting members with loan origination, opening and closing accounts, answering questions about products and services and resolving problems.
- Being a Financial Champion and advising applicable products for each member.
- Provides prompt, accurate, courteous, and professional service at all times.
- Works directly with the underwriting department to step our members through the lending process.
- Identify cross-sell opportunities for all credit union products that can best fit the member’s needs.
- Accurately maintain member account information.
Requirements
What you’ll need- 1 to 3 years of related experience
- A two-year college degree or applicable specialized training
- Proficiency in Microsoft Suite of Products (Excel, Outlook, Word, etc.)
- Must maintain a professional, courteous, and friendly atmosphere for members and co-workers
- Must have very strong communication skills (both written and verbal)
Benefits
Comp & perks- healthcare
- vacation time
- sick time
- 401k options
- profit-sharing plan
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Loan OriginationAccount ManagementCross-SellingData EntryCustomer Service
Soft Skills
ProfessionalismCourtesyProblem SolvingInterpersonal Skills