Member Service Officer - Abbott

Job Description

Job Description

The Member Service Officer is a trusted guide helping members achieve their financial goals. They create meaningful connections by providing accurate, courteous, and solution-oriented service in every interaction. With a strong knowledge of our products and services, the MSO identifies and recommends the best financial solutions for each member. They also play a critical role in supporting loan and deposit operations, maintaining compliance, and ensuring members feel valued and supported every step of the way. Responsible for assisting members with a sense of urgency and priority demonstrating responsibility and ownership of all requests and pending issues.

This position is located at our Abbott Branch (1941 Abbott Rd.)

Pay Range: $24.18/hr. - $35.20/hr.

ESSENTIAL JOB FUNCTIONS:

Serve with Purpose

• Deliver excellent member service in every interaction, both in-person and by phone.
• Demonstrate urgency and ownership when handling member requests, ensuring efficient, accurate support.
• Collaborate with branch leadership and peers to strengthen service and leadership skills.

Support Member Solutions & Transactions

• Assist members in opening, maintaining, and closing accounts while identifying needs and recommending suitable products.
• Review and approve transactions within authority, ensuring compliance and risk awareness.
• Exercise sound judgment and follow defined procedures for flags, overrides, and unusual transactions.
• Update and maintain all necessary paperwork with regard to member accounts, including member service agreements, account maintenance, certificates and any other paperwork generated by member transactions.
• Update member information and post deposits/payments. Able to provide members with account history information and explanations of dividend interest calculations and loan payment amortization.

Lending Excellence

• Handle all phases of loan origination, interviewing, processing and obtaining all necessary documentation to complete a loan package.
• Prepare and process all documents and proceeds for approved loans, maintaining all loan documents through closing in an orderly, accurate manner.
• Guide members through the loan process with clarity and care, making their experience smooth and stress-free.

Branch Operations & Support

• Assist in maintaining a secure, organized, and welcoming branch environment.
• Assist in the maintenance, security and safety of the branch. Follows the procedures for opening and closing the branch.
• Provide notary services as needed.
• Help complete daily tasks, uphold operational standards, and contribute to the overall success of the branch.

ADDITIONAL REQUIREMENTS:

• Stay knowledgeable about CU1 products, services, promotions, and policies.
• Work efficiently to reduce member wait times and improve service flow.
• Communicate clearly, professionally, and proactively across all member channels.
• Represent the Credit Union 1 brand with a positive attitude, professionalism, and a member-first mindset.
• Maintain a neat and professional appearance in alignment with Credit Union 1’s appearance and dress code policy.

QUALIFICATIONS:

• High school diploma or equivalent.
• Minimum of six months in financial services, retail, or customer service strongly preferred.
• Consumer loan experience is preferred.
• Strong communication skills with the ability to connect across a variety of platforms and situations.
• Ability to remain composed and helpful when resolving complex or challenging member issues.
• A proactive, problem-solving approach and a commitment to continuous learning.
• Organized and detail-oriented with the ability to balance multiple tasks and deadlines.
• Responsible for abiding by and complying with the policy for compliance with the Bank Secrecy Act and anti-money laundering laws and regulations (BSA/AML) and the policy for compliance with office of foreign asset control laws and regulations (OFAC).

Please note: Credit Union 1 does not provide relocation assistance. If selected for an on-site position, candidates will be responsible for relocating to Alaska prior to the agreed upon start date at their own expense.

To be eligible for this position, applicants must be legally authorized to work in the United States without restriction. Credit Union 1 does not provide visa sponsorship.

Only applicants who meet the minimum requirements for this position will be considered for an interview. This position closes on August 15 at 5:00pm.

Thank you for your interest in the opportunity with Credit Union 1!

Background Screening Statement: Candidates selected for a position at Credit Union 1 will be subject to a criminal background check prior to their employment. An offer of employment may be rejected or terminated based on receipt of an unacceptable background screening.

EEO Statement: Credit Union 1 provides equal employment opportunities to all employees and applicants for employment, prohibiting discrimination and harassment of any type without regard to race, color, religion, sex, age, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identify or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

E-Verify Statement: Credit Union 1 participates in E-Verify and will provide the federal government with your form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, Credit Union 1 is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue after Credit Union 1 can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer an completed the Form I-9. For more information on E-Verify, or if you believe that Credit Union 1 has violated its E-Verify responsibilities, please contact DHS at View phone number on ziprecruiter.com or dhs.gov/e-verify.com