Client Service Support Rep

Do you have a passion for customer service, helping others find financial security, and being a part of your community? As the Member Service Representative, you’ll be a vital part of our branch operations, managing a variety of tasks that keep our loans, products, and services on track and aligned with Credit Union standards. From processing loans and maintaining proper documents to tracking compliance and keeping members and coworkers informed, your role will be central to ensuring efficiency and accuracy. This position is perfect for a detail-oriented professional with a drive to satisfy the financial needs of others, multi-task, and stay organized.
Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate.
Help members open and close accounts, including investments and IRA accounts, while maintaining up-to-date records.
Conduct necessary checks, such as SSN verification, to prevent fraudulent accounts or accounts with outstanding balances.
Serve as a liaison between members and various departments, ensuring clear communication.
Process and authenticate financial transactions such as deposits, withdrawals, loan payments, wires, and more.
Identify cross-sell opportunities for Credit Union products and services to enhance member engagement.
Perform administrative tasks including filing, data entry, equipment maintenance, and answering phones.
Register and participate in the Nationwide Mortgage Licensing System and Registry (NMLS) as required.
Act as the Membership Officer, supporting high levels of member satisfaction.
Experience: Up to 3years of related experience in a financial or banking environment.
Education: High school diploma or GED required.
Certifications : Must be willing to register and participate in NMLS, and Notary Public certification may be required.
Miscellaneous: Must complete annual BSA training and maintain knowledge of applicable laws and regulations.
At All In Credit Union, we believe in building a supportive and inclusive environment where members and team members alike feel valued. We offer opportunities for professional growth and community involvement within a dynamic, purpose-driven organization.
All In Credit Union is an Equal Opportunity Employer. We fully accommodate employees with disabilities while ensuring exceptional service. We are proud to be an Equal Opportunity Employer of Females, Minorities, Veterans, and Disabled individuals, and we maintain a drug-free workplace.