Sales and Service Representative

1 week ago

Chelsea, 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 our Chelsea Broadway 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
  • 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) to help you succeed.

Please note that all retail positions located within our branches do not offer remote work arrangements and require initial training on-site in our Chelsea location.

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