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All In Credit Union
Floater MSR Region 1
Career Insights for Financial Services Representative
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Based on Alabama data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$65,502 / year median in Alabama
-10% projected decline
Job Description
Floater MSR Region 1 All In Credit Union
- 3.4 Mobile, AL Job Details Full-time $18.80
- $28.
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 theTeam 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 withBSA/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, we're dedicated to creating a supportive and inclusive environment where both members and team members feel valued. As part of our team, you'll have opportunities for professional growth, community involvement, and a chance to make a meaningful difference. Our workplace culture is guided by our values, embodied inSparkle:
Smiling- Passionate
- Accountable
- Resilient
- Kind
- Listener
- Empathetic Commitment to Equal Opportunity All In Credit Union is an Equal Opportunity Employer.