Job Title: Member Services Representative/Loan Assistant
Reports To: Branch Manager
Department: Loans
Summary: Responsible for assisting members with a variety of Credit Union products and services as well as providing administrative and clerical support to the Loan Processing Department by performing the following duties:

Duties and Responsibilities include the following. Other duties may be assigned.

• Opening/closing and maintaining credit union accounts
• Open and maintain Individual Retirement Accounts
• Assist members with a variety of Credit Union services and products
• Assist members with legal accounts
• Answer member inquiries via phone, email, and other online services
• Process wire transfers, stop payments, travel notices, address changes check orders, etc.
• Preforms other related duties as assigned
• DNA/Fiserv Experience preferred
• Provides administrative and clerical support in a professional and efficient manner.
• Communicates effectively with related parties via telephone in absence of the Loan Officer.
• Establishes and maintains a filing system pertinent to supporting the department.
• Prepares and sends out loan packages as requested.
• Generates interest rate sheets in computer system and updates as needed.
• Retrieves appropriate paperwork and information within the agency as directed.
• Performs other related duties as assigned

SKILLS:

Oral Communication Skills
Written Communication Skills
Reading Skills
Customer Service
Diplomacy
Filing
Math Aptitude
Organization
Project Management
Time Management
Computer Literacy
Keyboard Skills

EDUCATION/EXPERIENCE:

High School Diploma or Equivalent.

• Opening/closing and maintaining credit union accounts
• Open and maintain Individual Retirement Accounts
• Assist members with a variety of Credit Union services and products
• Assist members with legal accounts
• Answer member inquiries via phone, email, and other online services
• Process wire transfers, stop payments, travel notices, address changes check orders, etc.
• Preforms other related duties as assigned
• DNA/Fiserv Experience preferred
• Provides administrative and clerical support in a professional and efficient manner.
• Communicates effectively with related parties via telephone in absence of the Loan Officer.
• Establishes and maintains a filing system pertinent to supporting the department.
• Prepares and sends out loan packages as requested.
• Generates interest rate sheets in computer system and updates as needed.
• Retrieves appropriate paperwork and information within the agency as directed.
• Performs other related duties as assigne