Financial Services Representative with Branch Operations Expertise

6 days ago


Milton, Massachusetts, United States Tremont Credit Union Full time

About the Role

Tremont Credit Union is seeking an experienced Financial Services Representative to join our team in Milton, Dorchester, Roslindale or other locations. This role involves interacting with members to provide exceptional customer service and support their financial needs.

Key Responsibilities

  • Serve as a primary point of contact for members, providing personalized assistance with account opening, transaction processing, and product referrals.
  • Process deposits, withdrawals, loan payments, and other transactions accurately and efficiently.
  • Build strong relationships with members by understanding their financial goals and recommending suitable products and services.
  • Stay up-to-date on TCU's products and services, identifying opportunities to inform members about relevant offerings.
  • Provide excellent member support through various channels, including in-person, phone, and digital platforms.
  • Maintain knowledge of regulatory requirements, such as the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Asset Control (OFAC) regulations.
  • Collaborate with branch management and colleagues to achieve business objectives and ensure operational efficiency.

Requirements

  • At least one year of supervised W-2 employment in customer-facing roles with cash handling experience.
  • Successful completion of all items on the UMSR Training Plan Checklist.
  • Proficiency in Microsoft Office applications and software currently used by TCU.
  • Ability to work accurately and efficiently with moderate supervision, minimal reminders, and corrections.
  • Strong organizational skills, attention to detail, and effective communication abilities.

Working Environment

This role requires working at various branches, including Milton, Dorchester, Roslindale, and others, as needed. The ideal candidate will be comfortable with flexibility and adaptability in their work environment.

Compensation Package

The estimated salary for this position is $55,000 - $65,000 per year, depending on experience and qualifications. Tremont Credit Union offers a competitive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.



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