Member Service Representative, Waltham, MA, Full-Time, Onsite

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.
• May be asked to provide coverage in other DCU areas such as 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.
• Strong verbal communication skills.
• Technical skills (Word, Excel, Email).
• Bilingual skills a plus.

First Tech is not currently offering Visa transfer or sponsorship for this position.

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

Target compensation: $21.50 per hour.

Schedule

Monday - Friday 8:30 AM – 5:30 PM, alternating Thursday/Fridays 10:30 AM – 7:30 PM, alternating Saturdays 8:30 AM – 3:30 PM (40 hours per week).

About Us

First Tech and DCU were founded on the belief that financial solutions should put people first. This belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.