Directions Credit Union · 1 month ago
Member Service Rep III - Loan Officer Experience Required
Toledo, Ohio, United States
Full-time
Onsite
Mid LevelDirections Credit Union is a reputable credit union seeking a Member Service Rep III with Loan Officer experience. The role involves handling advanced IRA transactions, managing branch functions, and providing exceptional member service through consultative sales techniques.
ConsultingCrowdfundingFinancial Services
Responsibilities
Handle advanced IRA transactions, including required minimum distributions, excess contributions, and early withdrawals
Manage daily branch functions, ensuring smooth operations in the absence of the Branch Manager and Assistant Branch Manager
Provide guidance and assistance to MSR I, MSR II, ABM, and Branch Manager as needed
Exceed member expectations through Consultative Sales and Service, serving as a role model for exceptional sales and service techniques
Help members navigate complex problems and inquiries, utilizing your advanced product knowledge and problem-solving abilities
Qualification
Required
Advanced understanding of financial products, services, policies, and procedures
Strong communication skills and the ability to anticipate and address member needs
Exceptional supervisory abilities to lead and support branch staff effectively
Experience with opening and closing deposit accounts, handling Consumer and Home Equity loans, and IRA transactions
A commitment to maintaining confidentiality and security while building member relationships
Benefits
Competitive compensation package and benefits.
Company
Directions Credit Union
Directions Credit Union is a financial services company offering financial consulting, personal banking, and personal checking services.
Founded in 1953
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Barry Shaner
Chief Executive Officer
J
John Ustaszewski
Chief Operating Officer
Recent News
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