Member Service Representative

2 weeks ago


Marlborough, Massachusetts, United States Digital FCU Full time

Position Title: Float Member Service Representative

Job Category: Branch Services

Overview:

This role requires a flexible schedule, including weekdays and occasional Saturdays, with the possibility of early mornings and evenings based on branch needs.

Key Responsibilities:

  • Support Digital FCU's objectives by assessing member needs, delivering exceptional service, and assisting members in reaching their financial aspirations.
  • Travel to various branch locations in MA and NH to provide float coverage as necessary.
  • Build strong relationships with members to identify their financial requirements and recommend suitable products and services.
  • Engage in branch and credit union-wide initiatives to promote sales goals and member referrals.
  • Educate members on all Digital FCU products and services, including opening new accounts and loans while demonstrating digital banking solutions.
  • Obtain Mortgage Loan Originator (MLO) authority and Notary Public certification as required.
  • Be proficient in teller functions and assist with transaction processing and end-of-day balancing.
  • Participate in community events and provide coverage in various capacities as needed.
  • Foster a culture of Service Excellence by delivering a positive experience for members and staff alike.
  • Continuously seek ways to improve processes and enhance efficiency.
  • Assist management with various projects and system testing as required.

Competencies:

  • Flexibility
  • Interpersonal Skills
  • Adaptability
  • Dependability
  • Multi-tasking
  • Sales Orientation

Qualifications:

  • High School diploma or equivalent
  • 1-3 years of relevant experience
  • Strong verbal communication and technical skills (Word, Excel, Email)
  • Bilingual abilities are a plus

Work Environment:

This position operates in a professional office setting, utilizing standard office equipment.

Physical Demands:

The role primarily involves sedentary tasks, with regular requirements to stand, communicate, and operate office equipment.

Travel Requirements:

Frequent travel to branch locations is necessary, with reliable transportation expected.

Commitment to Service Excellence:

All employees are expected to embody the principles of service excellence, prioritizing member satisfaction and teamwork.

Equal Opportunity Employer: Digital FCU is proud to be an EEO/AA employer.



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