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Form of workMember Service Officer (Lending)- Bannerman Branch, Tallahassee, FL
Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for 2013, 2014, 2015, 2017, 2018, 2019, 2020. 2021, 2022 and 2023. In 2016 we were voted best companies to work for from the Jacksonville Journal. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members.
Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees.
Role: Assist members and potential members with their Credit Union needs; provide expertise with respect to more complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc.; explain services, set up new accounts, assist members with their consumer lending needs, and respond to problems.
- Assist members and potential 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.
- Explain loan programs to members and recommend loan options. Process loan applications and forwards to loan officer for decision. Prepare and/or review all loan documents for completeness and accuracy. Disburse approved loans in a timely manner.
- Identify cross-sell opportunities and cross-sell same to members.
- Follow up with members after loan disbursement either by mail or phone inclusive of member onboarding calls.
- Responsible for compliance with Credit Union policies including the Bank Secrecy Act and Customer Identification Program.
Experience Required: Three to five years similar or related experience. Must possess a friendly and professional demeanor.
Education: High School Diploma or Equivalent
