Branch Member Service Rep I: Service, Sales & Growth

Workers Federal Credit Union; Chelmsford (MA); On-site; USD 28,000 - 34,000; Full time

Job summary

Workers Credit Union in Chelmsford, MA is seeking a Branch Member Service Representative I to join our Clerical team at the Chelmsford Branch. You will handle member transactions, provide friendly service, and support branch goals in a fast-paced environment.

You will learn deposit and loan products, cross-sell appropriate services, and collaborate with team members to deliver the Workers Way of personalized guidance and reliable financial solutions to members in moments that matter.

Responsibilities

• Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
• Maintain a working knowledge of all credit union deposit products, loan products, and electronic delivery channels.
• Lobby leads to ensure a positive member experience.
• Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs
• Encourage and assist members in resolving financial challenges and achieving goals
• Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
• Participate in community events and networking activities to promote the credit union and build relationships.
• Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
• Accurately process all transactions associated with member service including deposits, withdrawals, loan payments, check cashing, and drawer balancing.
• Performs lobby leadership as scheduled by management.
• May be asked to provide coverage in other WCU branches or departments.
• Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
• Participates in department and/or organizational projects as directed.

Job description

Workers Credit Union in Chelmsford, MA is seeking a Branch Member Service Representative I to join our Clerical team at the Chelmsford Branch. You will handle member transactions, provide friendly service, and support branch goals in a fast-paced environment.

You will learn deposit and loan products, cross-sell appropriate services, and collaborate with team members to deliver the Workers Way of personalized guidance and reliable financial solutions to members in moments that matter.