Member Experience Representatives (MERs) build relationships and cultivate financial wellness empowering people to focus on what matters. MERs deliver extraordinary service by creating value for Members through recommending appropriate products and services to which will help them make money, save money, save time, and add peace of mind and convenience to their lives.
Provide extraordinary member service by being knowledgeable, engaging with Members, making Members feel valued and consistently applying defined service standards. Listen actively to fully understand and answer Members’ questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for Members that will help them make money, save money, save time, and/or add convenience and peace of mind. Look for ways to enhance members’ relationships by building trust and confidence.Accurately process transactions in accordance to the MER 1 responsibilities, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, processing withdrawals, processing transactions from night depository, etc. Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations. Participate in annual training as required by the BSA/OFAC Compliance Officer.Balance assigned cash drawer during and at the end of each work day.Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc.#zr
Requirements:Must have High School Diploma or equivalentPrevious financial industry experience preferredMust be able to learn and apply a variety of software applications High degree of accuracy and attention to detailPrior experience in a retail service environment to include cash handling and member service preferred Read LessMember Experience Representatives (MERs) build relationships and cultivate financial wellness empowering people to focus on what matters. MERs deliver extraordinary service by creating value for Members through recommending appropriate products and services to which will help them make money, save money, save time, and add peace of mind and convenience to their lives.
Provide extraordinary member service by being knowledgeable, engaging with Members, making Members feel valued and consistently applying defined service standards. Listen actively to fully understand and answer Members’ questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for Members that will help them make money, save money, save time, and/or add convenience and peace of mind. Look for ways to enhance members’ relationships by building trust and confidence.Accurately process transactions in accordance to the MER 1 responsibilities, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, processing withdrawals, processing transactions from night depository, etc. Review all activities for compliance with established policies, procedures and regulations.Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations. Participate in annual training as required by the BSA/OFAC Compliance Officer.Balance assigned cash drawer during and at the end of each work day.Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc.#zr
Requirements:Must have High School Diploma or equivalentPrevious financial industry experience preferredMust be able to learn and apply a variety of software applications High degree of accuracy and attention to detailPrior experience in a retail service environment to include cash handling and member service preferredNote on Pay: We have a stratification system that allows our Tellers to increase their hourly wage incrementally from $16/hour to $19/hour within their first year.
Read LessThe Inbound Member Relationship Officer provides exemplary service to Kalsee members who initiate contact directly via remote channels for lending or membership account needs. This role will provide members with an extraordinary experience in accordance with the credit union’s core values and cross sell to deepen member relationships and cultivate financial wellness.
1) Sales & Service:
Provide extraordinary member service seamlessly processing all incoming member requests for lending or membership account needs that come through remote channels that are, but not limited to: phone calls, emails, online applications, internal referrals.Conducts thorough interviews for all member requests to uncover hidden needs and cross sell additional Kalsee products and services to deepen member relationships. Meets or exceeds established monthly sales goals.Utilize The Member Advantage Program (AID,INC) process during all member and staff interactions.2) Operations:
Sets up an organized system to for follow ups to all members that they have been in contact with to maintain a book of business. Stay up to date with knowledge on all credit union products and services.Maintain and grow knowledge of all Kalsee’s policies and procedures.3) Quality:
Ensure all quality audit requirements are met on a monthly basis to include but not limited to: call audits, loan application & documentation audits, & new account BSA audits. Continuously look for ways to better the efficiency of processes as well as the quality of member service.4) Compliance:
Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to: Bank Secrecy Act/Anti-Money Laundering/Office of Foreign Assets Control regulations. Participate in annual training as required by the BSA/OFAC Compliance Officer.#zr
Lead the branch in delivering exceptional member service by coaching and developing employees to perform with confidence and accuracy in account transactions, loan applications, and new account openings. Foster a culture of continuous learning, constructive feedback, and high engagement to support employee growth and retention. Ensure branch operations run efficiently and profitably by proactively solving problems within established policies and guidelines. Maintain a positive, collaborative work environment that motivates employees to achieve performance goals and provide an outstanding member experience.
Duties & Responsibilities
Coach, mentor, and develop team members through regular feedback, goal setting, and hands on learning that builds confidence and capability. Cultivate a positive, supportive team culture focused on delivering exceptional, personalized member service. Lead the branch in achieving growth, member engagement, and profitability targets by motivating employees and identifying opportunities to strengthen member relationships. Serve as a lending resource by assisting with loan interviews, decisions, and coaching employees to expand their lending skills. Keep the branch team informed, trained, and prepared by communicating updates to procedures, systems, and product knowledge. Maintain a safe, secure, and welcoming branch environment by overseeing daily operations, cash controls, and facility needs. Partner closely with HR to support employee success, onboarding, coaching conversations, and compliance expectations. Resolve complex member or staff concerns with professionalism, empathy, and sound judgment. Ensure that member transactions are being reviewed for compliance with Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations and participate in annual training as required by the BSA/OFAC Compliance Officer.#zr
The Member Relationship Officer (MRO) serves as a primary point of contact for credit union members in our Contact Center, responsible for delivering high-quality service and financial solutions. This role focuses primarily on inbound relationship building opportunities, including loan origination, account openings, and general financial services. The MRO ensures members receive an exceptional experience while maintaining compliance with credit union policies and procedures.
Process consumer loan applications (e.g., auto, personal, credit cards) from initial inquiry through funding, ensuring timely and accurate completion Build long-term member relationships by providing personalized financial solutions and proactive service Educate members on loan terms, repayment options, and product benefits. Open new accounts (checking, savings, CDs, etc.) and perform account maintenance in compliance with policies and regulations. Cross-sell appropriate products and services based on member needs Maintain thorough knowledge of credit union products, services, rates, and promotions Ensure all documentation and disclosures are complete, accurate, and compliant with regulations and internal policies Maintain confidentiality and security of member information Stay current with regulatory requirements and internal procedures Collaborate with other departments to ensure seamless customer interactions and share insights for business improvement Foster a positive organization culture that promotes diversity, equity, and inclusion. Review all activities for compliance with Bank Secrecy Act/ Anti-Money Laundering/ Office of Foreign Assets Control regulations and participate in annual training as required by the BSA/OFAC Compliance Officer.#zr
Requirements:Must have a High School Diploma or equivalent. 1-3 years financial services experience with emphasis on sales preferred. Previous lending experience preferred. Strong listening and communication skills (oral & written).Sales-oriented mindset with a focus on relationship building.Deep understanding of member needs and a commitment to delivering outstanding member experiences.Detail-oriented with strong organizational and time management skills.Ability to work independently and as part of a team in a fast-paced environment. Read LessMember Experience Representatives (MERs or Tellers) build relationships and cultivate financial wellness empowering people to focus on what matters. MERs deliver extraordinary service by creating value for Members through recommending appropriate products and services to which will help them make money, save money, save time, and add peace of mind and convenience to their lives.
Provide extraordinary member service by being knowledgeable, engaging with Members, making Members feel valued and consistently applying defined service standards. Listen actively to fully understand and answer Members’ questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for Members that will help them make money, save money, save time, and/or add convenience and peace of mind. Look for ways to enhance members’ relationships by building trust and confidence.Accurately process transactions in accordance to the MER 1 responsibilities, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, processing withdrawals, processing transactions from night depository, etc. Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations. Participate in annual training as required by the BSA/OFAC Compliance Officer.Balance assigned cash drawer during and at the end of each work day.Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc.#zr
Requirements:Must have High School Diploma or equivalentPrevious financial industry experience preferredMust be able to learn and apply a variety of software applications High degree of accuracy and attention to detailPrior experience in a retail service environment to include cash handling and member service preferred Read LessThe Consumer Loan Specialist coordinates consumer and home equity loan closings, manages collateral and title perfection, and ensures loan documentation meets quality, compliance, and regulatory standards on behalf of the Contact Center Lending team. This role serves as a Notary Public for closings and works closely with members, dealerships, vendors, and internal teams throughout the loan lifecycle to deliver an efficient, accurate closing experience.
Coordinate consumer and home equity loan closings on behalf of Contact Center Lending staff.Prepare and review loan documentation for accuracy and completeness prior to closing.Communicate with members throughout the closing process, following up to obtain any outstanding documentation.Conduct loan closings efficiently, ensuring all conditions of approval have been satisfied.Serve as a Notary Public to support loan closings.Manage Records of Lien (ROLs) and collateral perfection activities for Kalsee auto, recreational vehicle, and secondary mortgage loans.Maintain electronic vehicle titles and monitor title status until Kalsee’s lien is perfected.Follow up with dealerships, members, vendors, and state agencies to resolve outstanding title issues.Process lien releases and maintain accurate, up-to-date collateral records.Record secondary mortgages with the appropriate Register of Deeds and monitor recordings through to completion.Upload and maintain complete electronic loan files for Contact Center Lending.Upload and index all indirect lending documentation.Audit loan files to confirm documentation is complete, accurate, and compliant with internal policy and regulatory requirements.Identify and resolve documentation deficiencies prior to final file completion.Maintain well-organized electronic records to support audits and examinations.Process approved home equity loans on behalf of Contact Center lenders.Coordinate title work, insurance verification, payoffs, and other closing requirements.Complete HMDA data collection and reporting requirements.Prepare post-closing documentation and ensure all required recording and follow-up activities are completed.Coordinate drive-by property inspections or appraisal support as needed.Review all activities for compliance with established policies, procedures, and regulations. Regulations include but are not limited to: Bank Secrecy Act/Anti-Money Laundering/Office of Foreign Assets Control regulations.Participate in annual training as required by the BSA/OFAC Compliance Officer.Perform other duties as assigned.#zr
Requirements:High School Diploma or Equivalent required1-3 years of consumer lending, loan closing, or loan documentation experience preferredNotary Public certification required, or ability to obtain within 90 days of hireWorking knowledge of vehicle title, lien perfection, and mortgage recording processesFamiliarity with HMDA and other consumer lending compliance requirements High degree of accuracy and strong attention to detailExcellent member service and communication skills