Member Services - Floater - Ocala Region

This position travels throughout the Ocala region to different branches as needed.

Hours for this position:

Monday - Thursday: 8:45 AM - 5:15 PM

Friday: (rotating) 8:45 AM - 5:15 PM / 9:45 AM - 6:15 PM

Saturday: (1 - 2 per month) 8:45 AM - 12:15 PM

Role

This position involves sales and service responsibilities to assist both current and prospective members with their Credit Union needs. Duties include explaining available services, matching products to members' specific needs, resolving any issues, and processing loan applications. The Member Services team aims to build strong relationships with members, ensuring that CAMPUS becomes their primary financial institution.

Essential Functions & Responsibilities

• Exemplifies the core values of CAMPUS while supporting our strategic priorities for members, employees, and community. Maintains the highest standard of professionalism, integrity, and confidentiality
• Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority. Refers problems that are beyond their authority to their supervisor, along with recommendations
• Provides prompt, accurate, courteous, friendly, and professional service to all members
• Handles the processing of loan applications for members, reviewing each request to ensure alignment with their financial needs. Identifies other lending products that could enhance their borrowing experience and provide greater financial flexibility
• Ensures all paperwork is completed accurately and submitted to recordkeeping according to CAMPUS' policies and guidelines
• Assists on teller line processing transactions as needed
• Performs other duties as assigned
• Adheres to and follows all governmental regulations and policies

Education

• High School Diploma or GED
• A college degree is a plus
  
  

Experience

• 0 - 1 year of general experience
• 6 months to 1 year of previous Teller and/or customer service experience preferred
  
  

Other Skills

• Attention to Detail
• Collaboration and Teamwork
• Communication
• Confidentiality and Discretion
• Conflict Resolution
• Cross-Selling
• Exellent Member Service
• Microsoft Office Products
• Problem Solving
• Product Knowledge
• Time Management and Organization

Full-Time Employee Benefits Package

Full-time employees are eligible for traditional benefits such as Health Insurance (medical, vision, dental), Life Insurance, Paid Time Off, Paid Holidays, Defined Benefit Pension plan, 401(k) with up to a 5% company match, and Short & Long Term Disability Insurance. CAMPUS USA also offers other benefits such as Tuition Reimbursement, Paid Parental Leave, and Employee Wellness Reimbursement. CAMPUS USA Credit Union strongly encourages health, well-being, and work-rest balance. We do everything we can to promote healthy, happy employees!

EOE/AA including Veterans and Disabled