Member Service Representative, Andover, Full-Time

2 weeks ago

Andover, Massachusetts, United States Digital FCU Full time
Job Summary

We are seeking a highly skilled Member Service Representative to join our team at Digital FCU. As a key member of our branch team, you will be responsible for providing exceptional customer service, building strong relationships with members, and promoting our financial products and services.

Key Responsibilities
  • Identify and meet the financial needs of new and existing members by building rapport and establishing strong business relationships.
  • Education and cross-sell appropriate products and services, make qualified referrals, and achieve assigned sales goals.
  • Understand and explain all Digital FCU products and services, open new memberships, accounts, and loans, and demonstrate electronic delivery systems.
  • Utilize established guidelines to obtain lending authority, process loan requests, confirm all conditions have been met, and verify the integrity of documents prior to conducting loan closings.
  • Accurately process teller transactions, assist with end-of-day balancing, Instant Issuance, and ATM balancing.
  • Conduct audits of all membership applications, account maintenance forms, new account applications, and completed loan files.
  • Adhere to all Digital FCU policies and procedures, including security compliance and following guidelines intended to limit risk exposure to fraud and losses.
  • May be asked to provide coverage in other Digital FCU areas, such as other branches, the Information Center, or support departments.
  • Continuously identify and submit efficiency and process improvement ideas.
  • Perform other job-related duties as assigned.
Requirements
  • High school diploma or equivalent.
  • 1-3 years related experience.
  • Verbal communication skills.
  • Technical skills (Word, Excel, Email).
  • Bilingual skills a plus.
Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment, such as computers, phones, photocopiers/scanners, filing cabinets, and fax machines.

Physical Demands

This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel, or operate objects, tools, or controls and to reach with hands and arms.

Service Excellence

All employees are expected to provide service excellence through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of Digital FCU's culture: People come first, Do the right thing, Make a difference.

Equal Opportunity Employer

Digital FCU is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.

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