Member Service Representative
Company: All In Credit Union
Posted on: November 22, 2021
To assist members with their loan and credit card applications,
process, post, and accurately route loan documentation with loan
disbursals. Responsible for opening new accounts and investments,
as well as opening and managing IRA accounts. Provide complex
information and resolutions pertinent to the support of select
Credit Union products and services.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
Greets and assists members with processing requests for credit
while ensuring that each application is complete, to include
assessment of credit needs and the compiling of supporting
documentation for the request.
Prepares applications for credit to be reviewed by the Loan Officer
and follows up with Loan Officer to determine status.
Post, disburse proceeds, and prepare proper loan documentation
pertinent to the loan type requested and sets up date and time to
close with the member.
Ensures that loan files are accurate, complete, and error free, and
have been reviewed by the approving Loan Officer before routing to
Ensure that all month end reporting has been completed.
Assists members and potential members with opening and closing
Credit Union accounts, products and services.
Assures that appropriate records are maintained and required
reports are prepared.
Ensure that Check Systems and SSN# is ran to eliminate the risk of
opening bad accounts or an account to someone who owes the Credit
Acts as liaison between members and various organizations and
Receives, processes, and authenticates member financial
transactions, including but not limited to: deposits, withdrawals,
loan payments, credit card cash advances, account transfers, bond
cashing, wires and western unions; sells gift cards and credit
union share checks.
Accurately posts, images, and records listed transactions while
properly routing, and maintaining required member records.
Welcomes members and provides complex information, support, dispute
resolution and service pertinent to select Credit Union products or
Identifies cross sale opportunities and cross sells Credit Union
financing, products, and services.
Performs a variety of miscellaneous tasks including but not limited
to: typing, filing, computer input, equipment maintenance, and
answering the telephone.
Serves as Membership Officer.
Other duties as assigned.
Experience: One year to three years of similar or related
NOTICE: This job description is not intended to be, nor should it
be construed as, a contract for employment. All In Credit Union
makes no guarantee of permanent employment. This job description is
to be used as a guideline to give you an understanding of what the
Credit Union has defined this position to be. Changes to this job
description may be made at any time by the President.
All In Credit Union is willing to accommodate handicaps to the
extent a financial services organization can without impacting
financial control or member service. All In Credit Union is an
Equal Opportunity Employer of Females, Minorities, Veterans and
Disabled/Drug Free Workplace.
Keywords: All In Credit Union, Montgomery , Member Service Representative, Sales , Andalusia, Alabama
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