Branch Sales & Service Associate

Metro Credit Union; Chelsea (MA); On-site; USD 42,000 - 52,000; Full time

Job summary

Metro Credit Union in Chelsea, MA is seeking a Sales & Service Representative who will provide friendly, accurate banking support, open and service accounts, and guide members to appropriate financial solutions. You will participate in branch operations, handle transactions, and contribute to sales and referral goals with professionalism.

You will work onsite at the Chelsea Branch, engage with members to resolve questions, and continually grow your branch skills and product knowledge in a

Qualifications

• High school diploma or equivalent.
• Clear communication and attentive service.
• Ability to handle financial transactions and detailed documentation.
• Onsite work during branch hours, including rotating Saturdays.
• Ability to use standard computer applications and learn branch systems.
• Lift teller drawers or coin bags weighing up to 50 pounds.

Responsibilities

• Process deposits, withdrawals, check cashing, loan payments and payoffs, official checks, money orders, cash advances, and other member transactions accurately.
• Open and service consumer accounts while ensuring required identification and documentation.
• Ask thoughtful questions to understand members' needs and recommend financial solutions.
• Conduct consumer loan interviews, assist with applications and documentation, and keep members informed.
• Make effective referrals to Metro partners when a member would benefit from additional expertise.
• Resolve member concerns by identifying the root cause and following through to resolution.
• Balance daily work and protect confidential member information.
• Serve as a branch keyholder with responsibility for opening or closing the location.
• Build additional skills through Metro’s Universal Service program.

Skills

Customer service

Sales experience

Financial transactions

Onsite work

Education

High school diploma or equivalent

Job description

Metro Credit Union in Chelsea, MA is seeking a Sales & Service Representative who will provide friendly, accurate banking support, open and service accounts, and guide members to appropriate financial solutions. You will participate in branch operations, handle transactions, and contribute to sales and referral goals with professionalism.

You will work onsite at the Chelsea Branch, engage with members to resolve questions, and continually grow your branch skills and product knowledge in a