Membership Maintenance Team Member I, Marlborough, MA, Full-Time, Hybrid
First Tech Federal Credit Union · Marlborough, MA · 2 days ago
On-siteManagement$20.5–$22.6/hrFull-time
About the role
Process work pertaining to Membership Maintenance job responsibilities and assist members and front-line staff with questions pertaining to those processes. Assist the Membership Maintenance team with achieving key performance goals and service level standards. Cross-train on a variety of Deposit Services processes to further support the overall goals of the department and DCU.
Responsibilities
- Actively contributes to DCU’s Success Sharing initiatives and practices
- Maintains a high level of professionalism and respect during interactions with both members and colleagues
- Maintains a working knowledge of and adheres to DCU policies and procedures related to the position, as well as all applicable regulations
- Performs work functions with attention to detail within established timeframes and follows through as needed to complete tasks
- Meets or exceeds performance goals, including but not limited to service level achievement, timeliness of tasks, quality of work, and service quality
- Provide phone coverage to assist the Information Center, Branches, various departments, and members
- Answer incoming calls to the Membership Maintenance hunt line
- Process daily work within the service level
- Answer member requests/emails
- Handle the following tasks:
- Dormancy Flag Removal Report
- Add/Remove Joint Owner
- Limited Services
- Address Changes
- Reactivate Dormant Accounts
- Name Change
- Social Security Number Changes
- Member Number Change
- B Notices
- Compromised Shares and Pins
- Deceased Memberships
- Power Of Attorney
- Basic knowledge and ability to assist other departments
- Establish and maintain an effective and positive working relationship with coworkers, supervisors, and members
- Complete training courses within established guidelines
- Adhere to DCU’s policies and procedures
- Lead by example and always conduct yourself in a professional manner
- Perform other job-related duties as assigned or requested
- Complies with regulatory compliance and assigned training requirements
Requirements
- Six months to one-year related experience, financial institutions preferred
- Prior customer service experience
- Basic PC skills
Benefits
- Traditional medical, dental, and vision coverage
- Generous 401(k) match
- Paid Time Off:
- Accrue up to 15 days in your first year
- 40 hours of sick time annually
- 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)
Pay
$20.50 - $22.60 / hour
Schedule
Mon - Fri: 8 AM - 5 PM (40 Hours)