Regional Member Service Specialist

4 weeks ago


Framingham, Massachusetts, United States Metro Credit Union Full time
Job Summary

We are seeking a highly skilled and motivated Regional Member Service Specialist to join our team at Metro Credit Union. As a key member of our team, you will be responsible for providing exceptional member service and support to our members across various branches.

Key Responsibilities
  • Provide float branch coverage to assigned regions, assisting with day-to-day operations, opening and closing of branch locations, and member service support.
  • Assist with secondary support duties via phone support for the Universal Service Center and answering Secure Messages.
  • Identify financial needs of new and existing members while providing exemplary service and instilling a strong business relationship.
  • Accurately complete all account opening requirements, teller transactions, and end-of-day branch balancing, as assigned.
  • Conduct consumer loan interviews, aid members in the completion of loan applications, and ensure that approval conditions are met.
  • Contribute to sales goals, make effective referrals to Retail partners, and resolve member escalations by determining the cause of the problem, selecting and explaining the best solution, expediting correction/adjustment, and following up to ensure resolution meets the member's needs.
  • Comply with all Metro policies and standard operating procedures, with particular attention to Office of Foreign Assets Control and security transactions, and Bank Secrecy Act.
  • Maintain confidentiality of member information and bank operations.
  • Supervisory responsibilities: Provide as needed supervisory support to branch staff in the absence of a dedicated Branch Supervisor when assigned to a branch location.
Requirements
  • Bachelor's degree and/or equivalent combination of education and work experience.
  • Prior banking or financial experience is strongly preferred.
  • Basic knowledge of computer software, flexibility, and ability to establish rapport quickly with others.
  • Strong communication skills and service-oriented, attention to detail, and accuracy with data input skills.
About Metro Credit Union

Metro Credit Union is a high-performing, financially sound, not-for-profit financial cooperative, owned by and operated for our members. Our commitment is to provide quality banking solutions that support the economic vitality of the individuals and businesses within the markets we serve.



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