Member Service Representative, Framingham, Full-Time, Onsite
First Tech Federal Credit Union · Framingham, MA · 2 wk ago
On-siteOTHR$21.5/hrFull-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 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 guidelines intended to limit risk exposure to fraud and losses.
- Provide coverage in other DCU areas such as branches, the Information Center, or support departments as needed.
- 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.
- Strong verbal communication skills.
- Technical skills (Word, Excel, Email).
- Bilingual skills a plus.
Location
Framingham, MA
Pay
$21.50 per hour
Schedule
Mon - Fri 8:30 AM – 5:30 PM, alternating Thursdays/Fridays 10:30 AM – 7:30 PM, alternating Saturdays 8:30 AM – 3:30 PM
Benefits
- Traditional medical, dental, and vision coverage.
- Generous 401(k) match.
- Paid Time Off: Up to 15 days accrued in your first year, plus 40 hours of sick time and 3 personal days 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).