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Cooperative Credit Union Association · 1 day ago

Financial Services Representative (Danvers, MA), BrightBridge Credit Union, Lawrence, MA

Lawrence, MA

Full-time

Hybrid

Entry Level

2+ years exp

Cooperative Credit Union Association is looking for a Financial Services Representative to join BrightBridge Credit Union in Danvers, MA. In this role, you will assist members with their financial needs, provide excellent customer service, and help in loan processing while deepening member relationships.

AdviceFinance

Responsibilities

Maintains a working knowledge of all products and services offered by the Credit Union

Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience

Focused on relationship deepening by creating member interest in additional products and services

Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution

Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings

Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application

Originates and closes all loan types via direct member contact, telephone, mail and fax applications

Uses loan processing system to create approved documents for funding and disbursement

Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail

Demonstrates full knowledge of applicable state and federal regulations and laws

Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system

Promotes, refers and sells additional third-party products as determined by the Credit Union

Function as a Membership Officer in the Branch, as approved by the Board of Directors

Handles opening and closing of all account types and completes all proper documentation

Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager

Assists Call Center with resolution of member issues on a daily basis

Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures

Fills in at other branches as requested

Qualification

Customer Service experienceCross-selling skillsMortgage Loan Originator (MLO)Windows environment proficiencyInterpersonal skillsCommunication skillsProblem solving skillsProfessional attitudeFlexibility of work hoursOrganizational skills

Required

Minimum of high school diploma or equivalent is required

Minimum of two years Customer Service experience preferably in a financial institution

Strong interpersonal, written/verbal communication and organization skills required

Demonstrated ability to deal effectively with members and staff is essential

Experience with personal computers in a windows environment including Outlook, Excel and Word

Flexibility of work hours and proven reliability/dependability required

Must be able to handle multiple tasks effectively and accurately

Must have excellent cross-selling and problem solving skills

Must possess a professional and positive attitude and image to all of our members, at all times

Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO)