Customer Service Representative, Methuen, Part-Time, Onsite

2 weeks ago


Methuen, Massachusetts, United States DCU Inc. Full time
Job Summary

We are seeking a highly skilled Customer Service Representative to join our team at DCU Inc. in Methuen. As a key member of our team, you will be responsible for providing exceptional customer service and support to our members.

Key Responsibilities
  • Member Service: 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.
  • Product Knowledge: Understand and explain all DCU products and services. Open new memberships, accounts, and loans utilizing established guidelines and self-service options, and conduct Notary Public services.
  • Loan Processing: 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.
  • Teller Transactions: Accurately process teller transactions, assist with end-of-day balancing, Instant Issuance, and ATM balancing.
  • Audit and Compliance: Conduct audits of all membership applications, account maintenance forms, new account applications, and completed loan files, and adhere to all DCU policies and procedures, including security compliance and following guidelines intended to limit risk exposure to fraud and losses.
  • Team Support: May be asked to provide coverage in other DCU areas, such as other branches, the Information Center, or support departments, and continuously identify and submit efficiency and process improvement ideas.
Requirements
  • Education: High School diploma or equivalent.
  • Experience: 1-3 years related experience.
  • Skills: Verbal Communication skills, Technical skills (Word, Excel, Email), and Bilingual skills a plus.

DCU Inc. is an equal-opportunity employer and values diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.



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