City of Boston Credit Union · 5 months ago
Part Time Member Services Rep I
South Boston,MA,US
Full-time, Part-time
Onsite
Entry Level
1+ years expCity of Boston Credit Union is seeking a Member Service Representative responsible for handling customer requests within established policies and procedures. The role involves opening deposit accounts, answering member questions, and ensuring compliance with regulations.
BankingFinanceFinancial Services
Responsibilities
Responsible for opening all deposit type accounts and services, including:
Certificates of Deposit
Savings Accounts
NOW Checking Accounts
Money Market Accounts
Club Accounts
ATM Cards
Debit Cards
On-Line Banking
Individual Retirement Accounts
Perform maintenance on accounts to set up payroll deductions, make address and title changes or other maintenance that may be necessary from time to time
Answer member questions and resolve member problems with the scope of policy and procedure, referring exception cases to supervisor
Comply with applicable regulations pertaining to the position such as Truth in Savings
Determine cross-sell opportunities and sell other Credit Union products to the member when appropriate
Compliance with Bank Secrecy Act, OFAC and USA Patriot Act including Customer Identification Program for new members, accurate completion of new account activity profile, reporting suspicious activity to supervisor
Perform other related duties as assigned or requested
Qualification
Required
Experience with specialized products, service, regulatory and sales training preferred
One year teller experience
Good communication and organizational skills
Proficient computer skills and working knowledge of MS Office
High school diploma or equivalent
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators
Must be able to travel off site whenever required or requested by management
Must be capable of regular, reliable, and timely attendance
Company
City of Boston Credit Union
City of Boston Credit Union offers consumer, home & equity loans and other banking services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase