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Floater MSR Region 4 - Defuniak Springs

All In Credit Union

Defuniak Springs, FLJobSeen 1 day agoSeen in employer's feed 1 day ago

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At a glance

Compensation
No compensation found
Location
Defuniak Springs, FL
Work Authorization
Not specified

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Job overview

The Floater Member Service Representative supports branch operations by assisting members with loan applications and disbursements, account services, transactions, and financial product recommendations. The role also includes compliance and fraud-prevention tasks, member communication, administrative support, and serving as Membership Officer. Candidates should bring up to three years of financial or banking experience, a high school diploma or GED, and strong interpersonal abilities.

Skills & qualifications

RequiredNice to have

Skills

CommunicationInterpersonal SkillsBSA/OFAC Compliance

Qualifications

Up to 3 Years Financial ExperienceHigh School Diploma or GEDNMLS RegistrationNotary Public Certification

Full job description

Salary Range: Are you passionate about delivering exceptional customer service, helping others achieve financial security, and making a difference in your community? As a Member Service Representative, youll be a cornerstone of our branch operations, ensuring seamless delivery of loans, products, and services while upholding the highest standards of quality and compliance. Your role will encompass everything from processing loans and maintaining accurate records to providing financial solutions that meet our members needs. This is an ideal opportunity for a detail-oriented professional who thrives on organization, multitasking, and making a meaningful impact. Key Responsibilities - Loan Processing: Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate. - Loan Disbursement: Process and disburse loan proceeds, verify documentation, and schedule loan closings with members. - Compliance and Reporting: Complete month-end reporting, ensure adherence to internal standards, and maintain compliance with applicable regulations. - Account Services: Help members open and close accounts, including investments and IRAs, while keeping records accurate and up to date. - Fraud Prevention: Conduct SSN verifications and other checks to prevent fraudulent or non-compliant account activities. - Member Communication: Act as a liaison between members and internal departments to ensure clear and effective communication. - Transaction Processing: Handle deposits, withdrawals, loan payments, wires, and other financial transactions with accuracy. - Cross-Selling: Identify opportunities to recommend Credit Union products and services that align with members needs. - Administrative Support: Perform tasks such as filing, data entry, equipment maintenance, and answering member inquiries. - NMLS Registration: Register and participate in the Nationwide Mortgage Licensing System and Registry as required. - Notary Services: Provide notary services in compliance with state regulations (if applicable). - Membership Advocacy: Serve as the Membership Officer, ensuring member satisfaction and adherence to Credit Union standards. What You Bring to the Team - Experience: Up to 3 years in a financial or banking environment. - Education: High school diploma or GED. - Interpersonal Skills: Exceptional communication and interpersonal abilities to connect with members and colleagues. - Technical Skills: Familiarity with BSA/OFAC compliance and the ability to assist members with related inquiries. - Certifications: Willingness to register with NMLS; Notary Public certification may be required. - Continuous Learning: Completion of annual BSA training and a commitment to staying informed about relevant laws and regulations. Why Join Us? At All In Credit Union, were dedicated to creating a supportive and inclusive environment where both members and team members feel valued. As part of our team, youll have opportunities for professional growth, community involvement, and a chance to make a meaningful difference. Our workplace culture is guided by our values, embodied in Sparkle: Smiling - Passionate - Accountable - Resilient - Kind - Listener - Empathetic Commitment to Equal Opportunity All In Credit Union is an Equal Opportunity Employer. We are dedicated to fostering an inclusive and member-focused environment, accommodating employees with disabilities while ensuring exceptional service. We proudly support diversity and are committed to being an Equal Opportunity Employer of Females, Minorities, Veterans, and Disabled individuals. We maintain a drug-free workplace.

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