Branch Member Service Representative I

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Branch Member Service Representative I

Full Time Clerical Chelmsford Branch, Chelmsford, MA, US

6 days ago Requisition ID: 2383

Salary Range: $20.06 To $25.07 Hourly

Job Title: Branch Member Service Representative I

Department:Gardner Branch

Department Location:171 Main Street Gardner, MA 01440

Working at Workers Credit Union

At Workers Credit Union, everything starts with a simple but powerful purpose: We enable financial prosperity through values-driven solutions because everyone deserves a future they can believe in.

For more than a century, we’ve been a trusted partner in helping people make confident financial decisions and build stronger futures. Today, as a $2.5B organization serving over 120,000 members, we continue to evolve, thoughtfully blending personal connection with modern capabilities to better support our members in the moments that matter most.

We call this the Workers Way. It shapes how we show up every day, with personalized guidance, practical solutions, and a deep commitment to doing what’s right. Just as importantly, it defines how we work together. We choose purpose over ego. We communicate directly with respect. We dare to grow. We do the right thing, always. And we win together, because meaningful results are built through shared success.

As we look ahead, we’re building on a strong foundation and continuing to evolve how we operate and deliver impact, simplifying experiences and strengthening capabilities. We have big plans for the future, and we hope you’ll be part of what comes next.

Why this Role Matters

The primary function of the Branch Member Service Representative (BMSR) is to provide excellent service to members, contribute to branch performance in achieving goals, build rapport with members, accurately process financial transactions, educate members about and cross-sell appropriate products and services, and make qualified referrals to business partners.

What You’ll Contribute

Member Sales, Service, and Education:

• 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

Branch Growth:

• 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.

Branch Operations:

• Accurately process all transactions associated with member service including, deposits, withdrawals, loan payments, check cashing, and drawer balancing. Expected to assist with branch closing procedures, such as vault and branch balancing.
• Performs lobby leadership as scheduled by management.

Other Duties:

• 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.