Sales and Service Representative

1 week 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 Sales and Service Representative, you will play a critical role in providing exceptional service to our members, assisting with daily branch operations, and contributing to sales 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
  • Comprehensive Benefits: Health, dental, and vision coverage for employees working minimum of 20 hours/week, sales incentive eligibility, annual retention bonus vesting program, 401(k) with matching plan & safe harbor plan, three weeks paid vacation time, three personal days, 11 holidays, wellness incentives, employee assistance program, flexible spending account, prescription drug program, and range of voluntary benefits.
  • Strong growth opportunities with development plans and position-related or job-related tuition assistance to help you attain your long-term career goals.
  • Growing, dynamic environment with exceptional training program, classroom, on-the-job, and mentoring.

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