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Member Services Representative I
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- Processes all transactions within assigned limits, maintains daily cash, and sells cash to the vault as needed so as not to exceed established limit.
- Remaining proficient and knowledgeable in all changing technologies available to members to create an omni-channel experience (e.g. mobile and online banking services)
- Occasionally processes applications for consumer loan products, including but not limited to auto loans, credit cards, and unsecured lines of credit.
- Processes loans/lines of credit applications and provides basic credit review counseling for members with declined loans.
- Remains proficient with Fiduciary processes including but not limited to Trusts, Estates, Power of Attorneys and other Fiduciary accounts along with Notary Public services.
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