JM Family Enterprises, Inc. · 2 weeks ago
Senior Member Service Representative
Commerce, GA
Full-time
Onsite
Senior LevelJM Family Enterprises, Inc. is dedicated to providing exceptional member experiences, and they are seeking a Senior Member Service Representative to enhance member relationships and support financial goals. This role focuses on delivering personalized guidance, meeting performance metrics, and contributing to the overall success of the credit union.
AutomotiveConsumerSales Automation
Responsibilities
Leverages every member interaction as an opportunity to deliver exceptional experiences by greeting and welcoming members, building strong relationships through meaningful conversations, and proactively offering credit union solutions such as lending and deposit products, including personal loans, credit cards, auto loans, home equity lines of credit, share certificated, and digital services
Leads with a member-first approach, overseeing interactions that range from account transactions and onboarding to loan and credit card applications, fostering trust and strengthening relationships through accuracy, compliance, and exceptional service
Provides guidance through preliminary credit reviews and clearly communicates loan terms, rates, and repayment options to ensure members make informed financial decisions
Delivers exceptional member experiences by accurately handling transactions, account maintenance, and specialized services such as notary, wire transfers, and gift card purchases, while ensuring compliance with all security and regulatory requirements
Builds trust and strengthens member relationships through proactive engagement—resolving concerns promptly, communicating financial solutions clearly, and seeking opportunities to say “yes” whenever possible
Utilizes strong communication and relationship-building tools to provide personalized follow-up, fostering long-term member loyalty and financial wellness
Actively supports Credit Union initiatives, lending promotions, and community outreach programs, demonstrating commitment to member success and organizational values
Maintains professionalism, integrity, and a positive attitude in every interaction, embracing core values of Consideration, Cooperation, Communication, Innovation, and Accountability
Ensures adherence to all policies, procedures, and applicable regulations, including the Bank Secrecy Act, Patriot Act, and OFAC requirements
Other duties as assigned
Qualification
Required
High School Diploma/GED is required
Ability to process accurate transactions and requests, including loan applications and credit inquiries
Must possess and utilize excellent listening skills, verbal, and written communication skills
Proficient in the use of the Internet, Outlook, and Microsoft Office suite
Familiarity with lending regulations, loan documentation, and underwriting guidelines
Must have an outgoing personality and a strong desire to help people achieve financial success
Must be professional in appearance and attitude
Must be able to handle many tasks in fast-paced and slow environments
Must possess strong critical thinking and decision-making abilities, especially when evaluating loan eligibility and recommending financial solutions
Strong communication skills and a genuine passion for uncovering members' financial needs are essential for success in this role
Preferred
Associate's Degree preferred
Previous experience in a sales and/or customer service position is preferred—preferably within a credit union or financial institution
Experience with consumer lending, loan origination systems, and credit analysis is highly desirable
Company
JM Family Enterprises, Inc.
JM Family Enterprises, Inc. was founded by automotive legend, Jim Moran in 1968.
Founded in 1968
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Burns
President & Chief Executive Officer
John Damalas
Group Vice President, Chief Technology Officer
Recent News
2025-08-19
2025-08-18
Company data provided by crunchbase