Jobs · OTHR · Massachusetts

Member Service Representative, Lexington, MA, Part-Time, Onsite

First Tech Federal Credit Union · Lexington, MA · 2 mo ago
On-siteOTHR$21.5/hrPart-time

Description

Contribute to DCU's Success Sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals.

What You’ll Do

  • 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.
  • Conducts audits of all membership applications, account maintenance forms, new account applications and completed loan files
  • Adhere to all DCU policies and procedures, which include 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.

Qualifications & Skills

  • High School diploma or equivalent
  • 1-3 years related experience
  • Verbal Communication skills
  • Technical skills (Word, Excel, Email)
  • Bilingual skills a plus

Location

Lexington, MA

Target Compensation

$21.50 per hour

Schedule

Every other Monday 11:30 -3:30, Thursday - Friday 10:30 - 7:30, Saturday 8:30 - 3:30

#INDMI

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