Job Description
Full job description
Summary:
To assist members with their loan applications; process and make loan disbursements: sets up new accounts, respond to problems, and direct members to the appropriate people.
Essential Functions and Responsibilities:
Takes member loan applications and prepares them for review by a Loan Officer. Follows up with the Loan Officer to determine status. Processes approved loans and sets up date and time to close the loan and make disbursements.
Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
Cross-sells credit union products and services to members.
Answer’s member phone calls.
Scans loan documents with the appropriate agencies.
Performs other related duties as assigned.
Performance Measurements:
To produce loan documents, reports, and new accounts in a timely fashion, with zero errors.
To close, organize and complete member loan files within 3 business days.
To process loan requests in the system so that we may have an answer within 24 hours of receipt.
To maintain a working knowledge of the credit union's loan standards and governmental regulations.
To cross sell credit union products and services.
To maintain a professional, courteous, and friendly atmosphere for members and co-workers.
To provide prompt, accurate, courteous, friendly, timely and professional service to all members. (To assist members waiting in the lobby within five minutes; To answer telephone within 4 rings; To respond to all correspondence within the same day).
To develop and improve knowledge and skills in Member Service Areas.
Knowledge and Skills:
Experience | One year to three years of similar or related experience.
Interpersonal Skills | Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills | Must have good communication skills. 10-key calculator, typewriter, and keyboard skills.
Benefits:
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, Traditional and Roth 401(k) plans and company matching. We also offer optional life insurance, flexible spending account and tuition assistance.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Weekends as needed
Work Location: In person
Summary:
To assist members with their loan applications; process and make loan disbursements: sets up new accounts, respond to problems, and direct members to the appropriate people.
Essential Functions and Responsibilities:
Takes member loan applications and prepares them for review by a Loan Officer. Follows up with the Loan Officer to determine status. Processes approved loans and sets up date and time to close the loan and make disbursements.
Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
Cross-sells credit union products and services to members.
Answer’s member phone calls.
Scans loan documents with the appropriate agencies.
Performs other related duties as assigned.
Performance Measurements:
To produce loan documents, reports, and new accounts in a timely fashion, with zero errors.
To close, organize and complete member loan files within 3 business days.
To process loan requests in the system so that we may have an answer within 24 hours of receipt.
To maintain a working knowledge of the credit union's loan standards and governmental regulations.
To cross sell credit union products and services.
To maintain a professional, courteous, and friendly atmosphere for members and co-workers.
To provide prompt, accurate, courteous, friendly, timely and professional service to all members. (To assist members waiting in the lobby within five minutes; To answer telephone within 4 rings; To respond to all correspondence within the same day).
To develop and improve knowledge and skills in Member Service Areas.
Knowledge and Skills:
Experience | One year to three years of similar or related experience.
Interpersonal Skills | Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills | Must have good communication skills. 10-key calculator, typewriter, and keyboard skills.
Benefits:
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, Traditional and Roth 401(k) plans and company matching. We also offer optional life insurance, flexible spending account and tuition assistance.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Weekends as needed
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Member Service Advisor -Suwanee position is now open for candidates interested in the Bank Jobs sector. This role in Loganville offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
