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

About the role

Contribute to DCU’s success 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, 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.

Requirements

• High school diploma or equivalent
• 1–3 years of related experience

Skills

• 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: up to 15 days in your first year; 40 hours of sick time and 3 personal days (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 AM–7:30 PM
• Saturday: 8:30 AM–3:30 PM
• Total: 22.5 hours