Sales and Service Representative

4 weeks ago


Boston, Massachusetts, United States Metro Credit Union Full time

Job Summary

The Sales and Service Representative is a key member of our team, responsible for providing exceptional customer service and financial solutions to our members. This role requires a strong ability to communicate effectively, build rapport with customers, and stay up-to-date on our products and services.

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 ensure approval conditions are met.
  • Communicate status of loan applications to members.
  • Contribute to sales and referral programs, including branch sales goals.
  • Resolve service problems and complaints by determining root cause, selecting, and explaining the best solution.

Requirements

  • High school diploma or equivalent.
  • Minimum of 1 year of banking experience preferred.
  • Excellent communication skills with a demonstrated ability to focus on the customer.
  • 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

Metro Credit Union offers a comprehensive benefits package, including health, dental, and vision coverage, annual bonus eligibility, three weeks paid vacation, and 401(k) with matching plan. We also offer strong growth opportunities, a dynamic work environment, and exceptional training programs.



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