Eglin Federal Credit Union · 2 hours ago
Member Service Counselor I
De Funiak Springs, FL
Full-time
Onsite
Entry Level
$20/hr - $20/hr
1+ years expEglin Federal Credit Union is seeking a Member Service Counselor I to assist members with account transactions, new accounts, and consumer loans. The role involves answering member inquiries, processing loan requests, and promoting credit union products and services to help members achieve their financial goals.
BankingFinancial ServicesNon Profit
Responsibilities
Answers questions concerning membership eligibility and benefits from prospective members
Interviews and assists members with new accounts/suffixes, trusts, guardianships, IRAs, certificates, safe deposit boxes and all ancillary products
Assists members with other services including, but not limited to affidavits, disputes, notaries, card services and deceased accounts
Processes loan requests and makes recommendations and cross-sells after prudent review of members' application, credit bureau report and financial standing
Reviews credit report with member, explaining score and gathering explanations needed to support loan decision
Counsels members on alternate solutions when appropriate
Promotes, explains and cross-sells Credit Union products and services in order to assist members in meeting their financial goals
Encourages and assists members with enrollment in electronic services and refers members to Eglin Wealth Management
Meets established credit union goals
Performs teller transactions including, but not limited to deposits, withdrawals, Line of Credit add-ons, MasterCard payments and credit card advances, check cashing/processing, IRA contributions, Shared Branch transactions, money order sales, and US Savings Bonds redemptions
Assists with general maintenance and balancing ITMs and Coinstar machines
Performs other job related duties as assigned
Qualification
Required
One year to three years of similar or related experience
Must have thorough understanding of the Credit Union's membership, share, and loan policies and procedures
A high school education or GED
Must have good member service skills, and good oral and written communication skills
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation
Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication
Must have the ability to interpret and explain debt protection products, account transactions, fees, dividends, and loan interest
Must have the ability to listen, analyze facts and use sound judgement to resolve problems
Proficient with general office equipment, PC and ancillary software
Company
Eglin Federal Credit Union
Eglin Federal Credit Union is a not-for-profit financial institution.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
NCCO Cathie Staton
Chief Strategy Officer (CSO)
Recent News
PR Newswire
2024-11-15
GlobalFinTechSeries
2022-01-05
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