Financial Services Representative

3 days ago


Milton, Massachusetts, United States Tremont Credit Union Full time
Job Summary

We are seeking a skilled Financial Services Representative to join our team at Tremont Credit Union. This is an exciting opportunity for individuals who enjoy working with people and want to make a difference in their financial lives.

Key Responsibilities:
  • Serving Members' Financial Needs: Open new accounts, process deposits, cash and check withdrawals, loan payments, and answer questions about accounts and prospective accounts.
  • Building Expertise: Learn about TCU's products and services and recognize opportunities to inform members about products that could meet their needs.
  • Providing Excellent Customer Service: Offer support for Online Banking, Mobile Banking, Mobile Deposit, and Shared Branching.
  • Adhering to Regulations: Know and follow BSA/AML/OFAC regulations and robbery prevention and response policies to safeguard against money laundering and ensure branch staff safety.
Requirements:
  • A minimum of one year of supervised W-2 employment in customer service and cash handling roles.
  • Successful completion of the UMSR Training Plan Checklist.
  • Proficiency with Microsoft Office or similar software applications.
  • Critical thinking and detail-oriented skills.

The estimated salary for this position is $45,000 - $65,000 per year, depending on experience and qualifications. We offer a range of benefits, including medical, dental, and vision insurance, 401(k) matching, and paid time off.



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