A Membership Sales Representative recruits and sells new memberships for organizations that rely on membership fees as a primary source of income, including industry and trade associations, service organizations, non-profit organizations and private clubs. May work within a specific territory for recruiting memberships.
Do you have a passion for customer service, helping others find financial security, and being a part of your community? As the Member Service Representative, you ll be a vital part of our branch operations, managing a variety of tasks that keep our loans, products, and services on track and aligned with Credit Union standards. From processing loans and maintaining proper documents to tracking compliance and keeping members and coworkers informed, your role will be central to ensuring efficiency and accuracy. This position is perfect for a detail-oriented professional with a drive to satisfy the financial needs of others, multi-task, and stay organized.
Key Responsibilities:
Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate. Process and disburse loan proceeds, ensuring proper documentation and scheduling loan closings with members. Complete month-end reporting and ensure compliance with internal standards. Help members open and close accounts, including investments and IRA accounts, while maintaining up-to-date records. Conduct necessary checks, such as SSN verification, to prevent fraudulent accounts or accounts with outstanding balances. Serve as a liaison between members and various departments, ensuring clear communication. Process and authenticate financial transactions such as deposits, withdrawals, loan payments, wires, and more. Identify cross-sell opportunities for Credit Union products and services to enhance member engagement. Perform administrative tasks including filing, data entry, equipment maintenance, and answering phones. Register and participate in the Nationwide Mortgage Licensing System and Registry (NMLS) as required. Provide notary services (if applicable) in compliance with state regulations. Act as the Membership Officer, supporting high levels of member satisfaction. What You Bring to the
Team:
Experience:
Up to 3 years of related experience in a financial or banking environment.
Education:
High school diploma or GED required.
Interpersonal Skills:
Excellent communication skills with the ability to interact professionally with members and colleagues.
Technical Skills:
Knowledge of
BSA/OFAC
compliance, with the ability to assist members with related inquiries.
Certifications :
Must be willing to register and participate in NMLS, and Notary Public certification may be required.
Miscellaneous:
Must complete annual BSA training and maintain knowledge of applicable laws and regulations. Why Join Us? At All In Credit Union, we believe in building a supportive and inclusive environment where members and team members alike feel valued. We offer opportunities for professional growth and community involvement within a dynamic, purpose-driven organization. We are committed to fostering a workplace culture that exemplifies our values: Sparkle-embracing Smiling, Passionate, Accountable, Resilient, Kind, a Listener, and Empathetic. Commitment to Equal Opportunity All In Credit Union is an Equal Opportunity Employer. We are dedicated to fostering an inclusive, member-focused environment. We fully accommodate employees with disabilities while ensuring exceptional service. We are proud to be an Equal Opportunity Employer of Females, Minorities, Veterans, and Disabled individuals, and we maintain a drug-free workplace. Ready to Make a Difference? If you re ready to lead with integrity, inspire a team, and make a positive impact in our members lives, apply to join us today!
