Sales and Service Representative

6 days ago

Tewksbury, 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 Tewksbury branch team. As a key member of our 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
  • Process a variety of transactions, including check cashing, deposits/withdrawals, loan payments, and official checks.
  • Balance work on a daily basis and stay within defined balancing guidelines.
  • Provide information relative to Metro Credit Union policies and procedures to new and existing members.
  • Perform needs assessments to determine the best financial solution or product for members.
  • Verify all account opening requirements have been met, including obtaining all applicable security clearances, required signatures, and paperwork.
  • Conduct consumer loan interviews, aid members in completion of loan applications, and communicate status of loan applications to members.
  • Contribute to sales and referral programs, including branch sales goals, and cross-sell products by answering inquiries and informing members of new services and product promotions.
  • Resolve service problems and complaints by determining root cause, selecting, and explaining the best solution, expediting correction or adjustment, and following up to ensure resolution.
  • Maintain member confidence and protect bank operations by keeping member information confidential.
Requirements
  • Education and Experience: High school diploma or equivalent, minimum of 1 year of banking experience preferred.
  • Skills and Traits: Excellent communication skills, ability to perform work with accuracy and attention to detail, previous financial services and sales skills preferred, general knowledge of computer software, data input, and Windows-based applications, dependable, responsible, and a commitment to excellence.
Why Work with Us
  • Competitive pay rate: $24.04/hour.
  • Comprehensive benefits, including health, dental, and vision coverage, annual bonus eligibility, three weeks paid vacation, 11 paid holidays, 401(k) with matching plan, and wellness incentives.
  • Strong growth opportunities with development plans and position-related or job-related tuition assistance.
  • Growing, dynamic environment with exceptional training programs and a stable and growing organization.

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