Performs financial (or cash and monetary instrument) transactions and initiates and completes all assigned phases of savings and lending in an efficient and accurate manner, provides supporting documents and proper documentation in member files, as defined by regulatory requirements and savings and lending policies and procedures and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Job Summary The personal service counselor is responsible for delivering members a personal service experience built on Credit Union advocacy, financial guidance, and relationships that empower members to achieve their best life.