Client Services Associate

1 week ago


Plymouth, Massachusetts, United States Rockland Federal Credit Union Full time
Job Overview

Position Summary: As a Financial Services Specialist, you will be integral to our branch's daily operations. Your role will encompass a variety of tasks, from establishing new IRA accounts to guiding loan applicants through the process, ensuring a fulfilling experience for our members.

Key Responsibilities:

  • Deliver comprehensive information regarding all product and service offerings to members.
  • Facilitate the opening of new accounts while identifying opportunities for cross-selling additional products. Assist members with inquiries and resolve account-related issues.
  • Manage a cash drawer and perform teller duties as required.
  • Handle account title changes and process claims for lost passbooks.
  • Implement appropriate holds on accounts as necessary.
  • Update address changes and accurately input new member information into the system.
  • Conduct interviews with loan applicants to assess their needs and qualifications.
  • Prepare and finalize loan documentation in accordance with established protocols following approval.
  • Provide information on rates and repayment options for various loan types.
  • Establish new IRAs, including managing rollovers and transfer requests.
  • Process contributions and distributions efficiently.

Additional Information: A detailed job description is available upon request.


Qualifications:

Minimum of two (2) years of experience in the financial services sector, with prior supervisory or leadership experience preferred. Proven sales abilities and a knack for fostering a sales-oriented environment. Exceptional attention to detail and accuracy. A positive and professional demeanor with strong communication skills. Demonstrated problem-solving capabilities and sound judgment. Proficient in relevant systems and software, including Microsoft Office. Flexibility in work schedule is essential.


Rockland Federal Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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