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Sales and Service Representative

2 months ago

North Reading, Massachusetts, United States Metro Credit Union Full time
About the Role

We are seeking a highly motivated and customer-focused Sales and Service Representative to join our team at Metro Credit Union. As a key member of our branch team, you will be responsible for providing exceptional service to our members, assisting with daily branch operations, and contributing to sales and service goals.

Key Responsibilities
  • Member Service: Provide excellent service to members, answering their questions, and addressing their concerns in a professional and courteous manner.
  • Transaction Processing: Process a variety of transactions, including check cashing, deposits/withdrawals, loan payments, and official checks.
  • Account Opening: Verify all account opening requirements have been met, including obtaining necessary security clearances, signatures, and paperwork.
  • Loan Interviews: Conduct consumer loan interviews, aid members in completing loan applications, and communicate the status of loan applications.
  • Sales and Referrals: Contribute to sales and referral programs, including branch sales goals, and make effective referrals to retail partners.
  • Problem Resolution: Resolve service problems and complaints by determining the root cause, selecting the best solution, and expediting correction or adjustment.
Requirements
  • Education and Experience: High school diploma or equivalent, with a minimum of 1 year of banking experience preferred.
  • Skills and Traits: Excellent communication skills, ability to perform work with accuracy and attention to detail, and a commitment to excellence.
Why Work with Us

At Metro Credit Union, we offer a comprehensive benefits package, including health, dental, and vision coverage, sales incentive eligibility, and a 401(k) plan with matching contributions. We also provide opportunities for growth and development, a dynamic work environment, and a commitment to excellence.