Member Service Representative III

Member Service Representative III interviews loan applicants and processes their applications, gathering background information and reviewing credit history. The role serves as a liaison between the member and the Advancial, ensuring clear communication and a positive service experience.

Requirements

• Cross-sell loan, deposit, and electronic banking products to meet member needs.
• Achieve monthly goals for ancillary loan product penetration and sales performance.
• Interview applicants, collect required information, and ensure loan documents meet policy standards.
• Guide members by recommending products and services that best fit their financial goals.
• Process loan approvals, secure collateral liens, and close loans accurately.
• Open new accounts—including checking, savings, certificates, IRAs, and money markets—and verify eligibility.
• Maintain up-to-date knowledge of lending procedures, credit union guidelines, and loan product features.
• Perform teller transactions such as deposits, withdrawals, loan payments, and account maintenance.
• Resolve member inquiries by providing account information, researching issues, and delivering timely solutions.
• Support branch operations by assisting with audits, night drop processing, supply monitoring, and opening/closing duties.

Benefits

• Healthcare
• Life insurance
• 401k matching