Member Service Specialist

1 week ago

Northampton, Massachusetts, United States Umassfive College Federal Credit Union Full time


Want to be part of an organization that makes a difference?  Come join our team

UMassFive College Federal Credit Union is looking for a full-time motivated professional to serve as a Member Services Specialist

Responsibilities: It is the responsibility of the Member Service Specialist to uncover and deliver ways to (1) save or make money for the member; (2) save them time or provide a convenience; (3) provide peace-of-mind for the member; or (4) generally improve the member's financial knowledge. This will be accomplished by performing a variety of member service duties, including: establishing memberships, opening accounts, interviewing members for consumer and equity loans, disbursing loans, identifying members' needs and providing services and products in their best interest. Refer members to the appropriate party for specialty financial services such as investment counseling, first mortgage applications, etc. Perform various Teller transactions, such as deposits, withdrawals, loan payments, and transfers. Educate members on financial topics, providing basic financial coaching services as needed. 

Requirements: High School Diploma; 2 to 5 years of experience in a customer service or sales position with experience assisting and recommending products and services to better enhance the customers' overall well-being preferred; knowledge of debits and credits and basic bookkeeping; demonstrated cross-selling ability; excellent member service skills; and excellent computer skills, including Word, web, and Excel, as well as experience using mobile devices, tablets, etc. Previous experience working as a Teller desired. 

Hours: Full-time, 37.50 hours/week, including rotating Saturdays 

Hours: 37.5 per week – Must be available between the hours of (8:00am and 6pm)

Reports to: Eurika Boulay, Northampton Branch Manager

Grade NE8:   Min $19.72  Mid $24.65  Max $29.57

This position includes a fully comprehensive benefits package, including: health, dental, life, vision, flexible spending and disability insurance; paid vacation, sick, and personal time; tuition reimbursement; profit sharing and generous 401(k) plan with company match.  

UMassFive 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.

UMassFive is a smoke-free facility.


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