All In Credit Union · 1 day ago
Floater Member Service Representative
Daleville, Daleville, AL, US
Full-time
Onsite
New Grad, Entry Level
$17.79/hr - $26.73/hr
0+ years expAll In Credit Union is dedicated to creating a supportive and inclusive environment, and they are seeking a Floater Member Service Representative. This role involves providing exceptional customer service, processing loans, and ensuring compliance while floating between various branches.
BankingCreditFinanceFinancial ServicesInsuranceProfessional Services
Responsibilities
Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate
Process and disburse loan proceeds, verify documentation, and schedule loan closings with members
Complete month-end reporting, ensure adherence to internal standards, and maintain compliance with applicable regulations
Help members open and close accounts, including investments and IRAs, while keeping records accurate and up to date
Conduct SSN verifications and other checks to prevent fraudulent or non-compliant account activities
Act as a liaison between members and internal departments to ensure clear and effective communication
Handle deposits, withdrawals, loan payments, wires, and other financial transactions with accuracy
Identify opportunities to recommend Credit Union products and services that align with members’ needs
Perform tasks such as filing, data entry, equipment maintenance, and answering member inquiries
Register and participate in the Nationwide Mortgage Licensing System and Registry as required
Provide notary services in compliance with state regulations (if applicable)
Serve as the Membership Officer, ensuring member satisfaction and adherence to Credit Union standards
Qualification
Required
Up to 3 years in a financial or banking environment
High school diploma or GED
Exceptional communication and interpersonal abilities to connect with members and colleagues
Familiarity with BSA/OFAC compliance and the ability to assist members with related inquiries
Willingness to register with NMLS; Notary Public certification may be required
Completion of annual BSA training and a commitment to staying informed about relevant laws and regulations
Company
All In Credit Union
All In Credit Union is a banking firm that provides financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
B
Bobby Michael
President / CEO
Recent News
Company data provided by crunchbase