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Digital Federal Credit Union · 1 day ago

Float Member Service Representative, Marlboro, MA and Nashua, NH Area, Full-Time, Onsite

Chelmsford, MA

Full-time

Onsite

Entry Level

$21.50/hr - $21.50/hr

1+ years exp

Digital Federal Credit Union is the largest credit union headquartered in New England, serving over one million members across all 50 states. They are seeking a Float Member Service Representative to identify members' needs, provide excellent service, and accurately process transactions while traveling to various branch locations in MA and NH.

BankingFinanceFinancial Services

Comp. & Benefits

No H1B

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 promote self-service options. Prepare Signature Guarantee requests 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

Be cross trained as a teller and accurately process both teller and MSR transactions, assist with end of day balancing, Instant Issuance and ATM balancing if applicable

Periodically work as a teller to maintain knowledge and support the branch needs

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

Provide coverage in all other DCU branches. May be asked to cover other areas such as the Information Center or support departments

Continuously identify and submit efficiency and process improvement ideas

Perform other job-related duties as assigned

Continuously identify efficiencies and process improvements

Adhere to all Credit Union policies, procedures, and training requirements

Perform other job-related duties as assigned