Branch Member Services Pro II - Growth & Impact

Workers Federal Credit Union; Orange (MA); On-site; USD 30,000 - 38,000; Full time

Benefits offered by this job

Basic life and AD&D insurance

Short-term disability

Long-term disability

Paid time off

Volunteer time off

Paid holidays

401(k) Safe Harbor

Tuition reimbursement

Employee Assistance Program

Learning and development

Job summary

Workers Credit Union in Orange, MA seeks a Branch Member Service Representative II to join our Orange Branch team. The role focuses on delivering exceptional member service, handling deposits and loans, and driving branch growth with cross-sell opportunities.

Ideal candidates have at least one year of branch banking experience, strong communication skills, and a proven ability to work accurately in a fast-paced environment. This on-site position offers competitive pay and full-time hours.

Qualifications

• High School diploma or equivalent required.
• MSR II: Minimum of one year of branch banking experience.
• Excellent communication and interpersonal skills.
• Strong problem-solving and decision-making abilities.
• Knowledge of procedures for handling deposits, withdrawals, transfers, and other financial transactions.
• High level of accuracy in handling cash transactions and maintaining financial records
• Strong organizational skills and the ability to manage multiple tasks efficiently in a fast-paced environment.
• Capacity to work collaboratively with colleagues to achieve team goals and provide consistent service.
• Ability to maintain strict confidentiality regarding customer information and financial transactions.
• Awareness of security procedures for safeguarding cash and protecting against fraud and theft.
• Proficiency in using banking software and technology platforms, including ATMs, cash counting machines, and point-of-sale systems.

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.
• Open and service all types of WCU deposit and loan accounts.
• 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.
• Expected to assist with branch closing procedures, such as vault and branch balancing.
• Performs lobby leadership as scheduled by management.
• Originate consumer loan applications, such as auto, personal, debt consolidation, etc.

Skills

Communication skills

Interpersonal skills

Problem-solving

Decision making

Cash handling accuracy

Banking software

ATMs & POS systems

Security awareness

Team collaboration

Education

High School diploma

Tools

ATMs

Cash counting machines

Point-of-sale systems

Job description

Workers Credit Union in Orange, MA seeks a Branch Member Service Representative II to join our Orange Branch team. The role focuses on delivering exceptional member service, handling deposits and loans, and driving branch growth with cross-sell opportunities.

Ideal candidates have at least one year of branch banking experience, strong communication skills, and a proven ability to work accurately in a fast-paced environment. This on-site position offers competitive pay and full-time hours.