All One Credit Union · 1 month ago
Member Relationship Representative I (Bilingual - English/Spanish preferred, onsite in Clinton, MA)
Clinton,MA,US
Full-time
Onsite
Entry Level
$19/hr - $28.50/hr
1+ years expAll One Credit Union is committed to providing exceptional member experiences, and they are seeking a Member Relationship Representative I to cultivate and maintain relationships with members. This role involves processing transactions, addressing financial needs, and achieving service and sales goals while adhering to compliance regulations.
BankingFinanceFinancial Services
Responsibilities
Consistently executes appropriate behaviors aligned with the credit union's values and member service standards to deliver an exceptional member experience in the branch
Identifies the financial needs of each member served
Achieves all assigned member service and sales goals
Acquires and maintains all member relationships over the entire lifecycle of the member by identifying and understanding the financial needs of the member
Recommends appropriate solutions to meet member needs. When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs, such as wealth management, IRA, real estate and commercial lending, etc
Completes all member requests including, but not limited to, onboarding new members, opening new deposit accounts, servicing requests, and routine bank transactions (deposits, withdrawals, check cashing, loan payments, etc.)
Participates in the branch’s operational tasks such as audits, cash settlements, daily recap, ATMs, cash recyclers, month reporting, etc
Develops and deepens member relationships by taking ownership to resolve member issues efficiently
Enhances knowledge of the credit union’s products and services to promote opportunities to introduce the member to all options available
Executes all sales, servicing, banking transactions and operational tasks accurately. Follows all credit union security and compliance policies and procedures, including the Teller Balancing Policy
Adheres to all policies and procedures. Responsible for compliance with the following regulations: BSA, OFAC, and other regulations as required
Qualification
Required
High School diploma or equivalent
One to three years of customer service and sales experience
At least six months experience with cash handling
Excellent interpersonal, communication and organizational skills
Must be skilled in engaging members in conversation to optimize sales opportunities
Must be a great problem solver, proactive in solving member issues and comfortable with technology
Must have a working knowledge of Microsoft Outlook, Word and Excel
Must be able to work a rotating schedule of Monday through Saturday
Preferred
Bilingual (English/Spanish) preferred, but not required
Benefits
Comprehensive, affordable, and competitive benefits package
Rich 401K plan offering 100% of the first 5% 401K Match contribution
3% 401K Safe Harbor contribution
Company
All One Credit Union
All One Credit Union, formerly known as Leominster Credit Union, is headquartered in Leominster, MA, and offers deposit and lending products to meet all your personal and business financial service needs.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
B
Barbara Mahoney
President & CEO
Recent News
2023-05-18
Company data provided by crunchbase