Member Service Representative, Andover, MA, Part-Time, Onsite
First Tech Federal Credit Union · Andover, MA · 2 wk ago
On-siteOTHR$21.5/hrPart-time
About the role
Contribute to DCU's Success Sharing and business goals by identifying members' needs, providing service excellence, and helping members achieve their financial goals.
Responsibilities
- Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross-sell appropriate products and services, make qualified referrals, and achieve assigned sales goals.
- Understand and explain all DCU products and services.
- Open new memberships, accounts, and loans utilizing established guidelines and self-service options, and conduct Notary Public services.
- Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met, and verify the integrity of the documents prior to conducting loan closings.
- Accurately process teller transactions, assist with end-of-day balancing, Instant Issuance, and ATM balancing.
- Conduct audits of all membership applications, account maintenance forms, new account applications, and completed loan files.
- Adhere to all DCU policies and procedures, including security compliance and following guidelines intended to limit risk exposure to fraud and losses.
- May be asked to provide coverage in other DCU areas such as other branches, the Information Center, or support departments.
- Continuously identify and submit efficiency and process improvement ideas.
- Perform other job-related duties as assigned.
Requirements
- High School diploma or equivalent
- 1-3 years of related experience
- Verbal communication skills
- Technical skills (Word, Excel, Email)
- Bilingual skills a plus
Benefits
- Traditional medical, dental, and vision coverage
- Generous 401(k) match
- Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
- Paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)
Pay
$21.50 per hour
Schedule
Thursday - Friday 10:30 - 7:30, Saturday 8:30 - 3:30 (22.5 Hours)
Location
Andover, MA