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Branch Member Service Representative II

2 months ago


Lancaster, Massachusetts, United States Workers Federal Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused Branch Member Service Representative II to join our team at Workers Federal Credit Union. As a key member of our branch team, you will be responsible for delivering exceptional member service, building lasting relationships, and driving sales through service.

Key Responsibilities:
  • Member Service: Provide prompt and courteous service to members, addressing their inquiries, issues, and complaints in a professional and respectful manner.
  • Transaction Processing: Accurately process all types of financial transactions, including deposits, withdrawals, loan payments, and check cashing, while maintaining a high level of accuracy and attention to detail.
  • Sales and Referrals: Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs, identifying and referring members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
  • Branch Operations: Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals, while maintaining a clean and organized workspace.
Requirements:
  • Education: High School diploma or equivalent required.
  • Experience: Minimum of one year of branch banking experience.
About Us:

At Workers Federal Credit Union, we are committed to improving the daily lives of our members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do.