Sales and Service Representative

1 week ago


Brookline, 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 the Comm Ave branch. 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
  • Provide excellent customer service to members, responding to their needs and resolving any issues in a timely and professional manner.
  • Assist with daily branch operations, including opening and closing the branch, balancing cash and handling transactions.
  • Conduct needs assessments to determine the best financial solutions for members, and provide information on Metro Credit Union's products and services.
  • Process a variety of transactions, including check cashing, deposits, withdrawals, loan payments, and official checks.
  • Verify account opening requirements, obtain necessary signatures, and ensure approval conditions are met.
  • Conduct consumer loan interviews, aid members in completing loan applications, and communicate loan application status.
  • Contribute to sales and referral programs, cross-sell products, and make effective referrals to retail partners.
  • Resolve service problems and complaints, determine root causes, and select the best solutions.
  • Maintain member confidentiality and protect bank operations.
Requirements
  • High school diploma or equivalent required.
  • Minimum of 1 year of banking experience preferred.
  • Excellent communication skills, with a demonstrated ability to focus on the customer.
  • 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 Metro Credit Union?
  • Competitive hourly rate of $24.04.
  • Comprehensive benefits package, including health, dental, and vision coverage.
  • Annual bonus eligibility and retention bonus vesting program.
  • Three weeks paid vacation and 11 paid holidays.
  • 401(k) with matching plan and safe harbor plan.
  • Wellness incentives, employee assistance program, and flexible spending account.
  • Discounts on pet insurance.
  • Strong growth opportunities with development plans and position-related or job-related tuition assistance.
  • Growing, dynamic environment with exceptional training programs.


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