Member Services Representative

Are you passionate about helping others achieve their financial goals and thrive within a community-focused environment? Our client is looking for a Member Services Representative to serve as the welcoming face, guiding members through their financial journey with exceptional service and expert guidance. This role offers the opportunity to build meaningful relationships, support members with their banking needs, and grow your career in a dynamic and supportive organization.

Elevate your career and make a real difference in members' lives–apply now and become a vital part of our client's dedicated team committed to service, community, and growth!

Work Model:

• On-Site

What You Will Do:

• Engage with members to understand their financial needs and provide personalized solutions
• Assist members with loan applications (personal, auto, credit cards, etc.), explaining loan terms, rates, repayment options, and add-on features
• Monitor loan pipelines to guarantee processing and follow-up in a timely manner
• Open new accounts, IRAs, and CDs, and perform account maintenance activities
• Facilitate member transactions efficiently and accurately
• Guide financial products and services to help members reach their goals
• Act as a mentor to team members, supporting their onboarding and professional development
• Ensure compliance with all regulatory, policy, and procedural standards
• Collaborate with colleagues to foster a positive team environment and share expertise

What You Will Need to Be Successful:

• High school diploma or equivalent (college coursework or degree preferred)
• 3+ years of strong financial sales experience
• Capacity to obtain CUNA FiCEP/CCUFC designation during the first year
• Excellent interpersonal skills with a professional, positive attitude
• Strong communication skills, both written and verbal
• Ability to manage multiple tasks efficiently in a fast-paced environment
• Proficiency with financial software and basic computer applications
• Prior experience with community involvement and business development (preferred)
• Bilingual abilities (preferred)
• Knowledge of banking regulations and compliance standards (preferred)
• 3+ years of consumer lending or banking experience (preferred)

Benefits Overview:

• Health and dental insurance
• 401k
• PTO

Interested and qualified candidates can contact Abigail Kramer at (515) 225-7000 or email akramer@thepalmergroup.com.