Member Service Representative, Methuen, MA, Full-Time, Onsite jobs in United States
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Digital Federal Credit Union ยท 2 hours ago

Member Service Representative, Methuen, MA, Full-Time, Onsite

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 Member Service Representative to identify and meet the financial needs of members while providing excellent service and achieving sales goals.

BankingFinanceFinancial Services
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Comp. & Benefits
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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
May be asked to provide coverage in other DCU areas such as other branches, the Information Center or support departments
Continuously identify and submit efficiency and process improvement ideas
Perform other job-related duties as assigned

Qualification

Customer serviceSales skillsTechnical skillsAttention to detailBilingual skillsWritten communicationVerbal communication

Required

High School diploma or equivalent
1-3 years related experience
Excellent written and verbal communication skills
Consistent attention to detail
Strong technical skills (Word, Excel, Email)

Preferred

Bilingual skills a plus

Company

Digital Federal Credit Union

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DCU is a credit union that offers personal and business banking solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Ed Niser
External Communications & Partnerships Manager
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Michelle Caissey
Compliance Officer NCCO
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