Regional Member Specialist (Lawrence)

Core Responsibilities

• Provide float coverage to assigned Region’s branches by assisting with day-to-day operations, open and closing of branch locations, teller and member service support
• Assist with secondary support duties via phone support for the Universal Service Center and answering Secure Messages
• Identify financial needs of new and existing members while providing exemplary service and instilling a strong business relationship
• Accurately complete all account opening requirements, teller transactions, and end of day branch balancing, as assigned
• Conduct consumer loan interviews; aid members in the completion of loan applications including verifying identification, obtaining required signatures, and ensuring that approval conditions are met
• Contribute to sales goals; make effective referrals to Retail partners
• Resolve member escalations by determining cause of the problem, selecting, and explaining the best solution, expediting correction/adjustment, and following up to ensure resolution meets the members needs

Requirements

• Comply with all Metro policies and standard operating procedures (“SOPs”), with particular attention to Office of Foreign Assets Control (“OFAC”) and security transactions, and Bank Secrecy Act (“BSA”)
• Maintain confidentiality of member information and bank operations

Qualifications

• High school diploma or equivalent
• Experience in a customer service role preferred
• Knowledge of banking and financial products
• Ability to work independently and as part of a team
• Strong communication and problem-solving skills

Skills

• Customer service skills
• Financial product knowledge
• Computer literacy, particularly Microsoft Office Suite
• Basic accounting and math skills

Benefits

• Comprehensive benefits package including health, dental, and vision coverage, 401(k) with matching plan, and safe harbor plan
• Sales incentives and annual retention bonus vesting program
• Three weeks paid vacation, 11 paid holidays
• Employee Assistance Program, Flexible Spending Account, Health Savings Account, Prescription Drug program, and range of voluntary benefits (LTD, STD, AD&D), access to no-interest loans, and $150/Quarter reimbursements for wellness and lifestyle expenses
• Discounts on Pet Insurance
• Growing, dynamic environment with exceptional training program and development plans

Pay

$22.50 - $30.43/hr.

Schedule

All branch employees are scheduled weekly to ensure branch hours are properly staffed, covering Saturday hours on a rotating basis. All retail positions located within our branches do not offer remote work arrangements and require initial training on-site in our Chelsea location.