Metro Credit Union · 5 months ago
Sales & Service Agent
200 Revere Beach Pkwy, Chelsea, MA 02150, USA
Full-time
Hybrid
New Grad, Entry LevelMetro Credit Union, established in 1926, is the largest state-chartered Credit Union in Massachusetts, dedicated to helping local communities achieve their financial goals. They are seeking a Sales & Service Agent responsible for delivering quality service, processing transactions, and identifying cross-selling opportunities to enhance member experience.
BankingFinancial ServicesNon Profit
Responsibilities
Respond to member inquiries through various channels (telephone, chat, e-banking)
Account transactions: transfers; open and close accounts; account changes; correct errors
Respond to ATM and Debit card inquiries and servicing requests (limits, hot carding, etc.)
Assist members with Home-Banking inquiries and servicing issues
Resolve service problems and complaints by determining root cause, selecting and explaining best solution, and following up to ensure resolution
Balances transactions processed throughout the day on a daily basis and ensure within balancing guidelines
Maintain member confidence and protect bank operations by properly authenticating members and keeping member information confidential
Answer loan related questions, including escrow balance inquiries, titles, loan statuses, payoff quotes, and payment history
Contribute to sales and referral programs including department sales goals
Identify cross-sale opportunities where appropriate when answering inquiries; recommend products and services to enhance overall relationship between members and Metro; and inform members of new services and product promotions
Make effective referrals to retail partners (i.e., mortgage lending, commercial lending, Metro Insurance Advisors, investment program)
Train on additional secondary skills and assist in other departments as required by the Universal Service program
Participate in and strive to achieve assigned program goals
Maintain a thorough knowledge of all credit union products by attending all training and informational meetings and incorporate the knowledge and skills into daily responsibilities
Qualification
Required
High school diploma or equivalent required
Customer/member service experience with a sales focus strongly preferred
Strong communication skills - verbal and written. Ability to effectively present information over the telephone and email to members and other employees
Superb attention to detail; ability to work with percentages and decimals with accuracy
Experience and ability with computers, software - we will train on our specific software
Preferred
Working knowledge of loan documentation and consumer loan regulations preferred
Benefits
Health, Dental, and Vision coverage for employees working minimum of 20 hours/week; Metro provides assistance toward premiums and copays and provides 100% coverage on prescription copays.
All staff eligible for annual bonus and annual (vesting) retention bonus
3 weeks paid vacation per year; 11 paid holidays
401(k) with matching plan and Safe Harbor Plan – Metro contributes 3% regardless of your contribution
Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D); access to no-interest loans; $150/Quarter reimbursements for wellness and lifestyle expenses
Discounts on Pet Insurance
Individual Development Plans
Position-related or job-related tuition assistance (1 year eligibility)
Superb in-house training programs
Company
Metro Credit Union
Metro Credit Union is a banking and financial service provider company.
Founded in 1926
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Cashman
Chief Executive Officer
Recent News
BiometricUpdate.com
2025-06-05
Company data provided by crunchbase