Universal Member Service Representative II jobs in United States
cer-icon
Apply on Employer Site
company-logo

Indiana Members Credit Union · 6 hours ago

Universal Member Service Representative II

Indiana Members Credit Union is dedicated to delivering exceptional member service. The Universal Member Service Representative is responsible for handling a wide range of banking transactions, providing expert advice on financial products, and meeting the consumer lending needs of members.

BankingFinancial Services
check
Comp. & Benefits

Responsibilities

Accurately handle member and non-member transactions
Responding to member and potential member inquiries
Balance and detail (cash drawer, recycler, coin machine and vault as scheduled - daily, weekly, etc.)
Reconcile all ITM accepted negotiable items against reports for accuracy - weekly, if applicable
Answer phones
Accurately open and close accounts, while ensuring required forms and records are completed in compliance with internal policies and statutory regulations
Order/count cash
Ensure all audit and security policies and procedures are followed
Scan negotiable items and other member documents
Process night drop deposits and payments
Verify and balance Travel and Gift cards
Order supplies for location
Compile End-Of-Month work
Process check orders
Filing, shredding, etc
Assist with loan applicants including processing and closing loan applications
Assist Branch Manager and other team members
May be required to handle responsibilities during Manager’s absence

Qualification

Credit union experienceConsumer lending practicesMortgage Loan Officer registrationComputer/technology skillsInterpersonal skills

Required

12 - 18 months credit union experience or other financial institution experience with internal sales experience
High School diploma, GED, or Equivalent Certificate
Complete satisfactorily all in-house training
Exceptional interpersonal and communication skills
A strong understanding of delivering exceptional member service
Proficient computer/technology skills
This position requires registration as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Lending System (NMLS) and registry on an annual basis in addition to maintaining updates as needed. Must be registered and approved by the NMLS registry within sixty days of hire date

Preferred

Associates or Bachelor's degree preferred

Company

Indiana Members Credit Union

twittertwittertwitter
company-logo
Indiana Members Credit Union has 31 branches across Indiana, offering better financial alternatives & a full array of services.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
John Newett
President and Chief Executive Officer
linkedin
Company data provided by crunchbase