Financial Services Advisor – Loans & Member Care (Travel)

brightbridge credit union; Waltham (MA); On-site; USD 36,000 - 39,000; Full time

Job summary

BrightBridge Credit Union in Waltham, MA is seeking a Financial Services Representative to deliver in-person and digital service, assist with loan processing, and deepen member relationships.

This full-time role requires a friendly, professional, member-focused individual with a high school diploma and two years of customer service experience in financial services. Travel to other branches may be required, and the team offers training and growth opportunities.

Qualifications

• High school diploma or equivalent; associates degree preferred.
• Two years customer service experience in a financial institution.
• Strong interpersonal, written/verbal communication and organization skills.
• Ability to deal effectively with members and staff.
• Experience with Windows PC: Outlook, Excel, Word.
• Flexibility of work hours and dependable.
• Ability to multitask and accurate.
• Excellent cross-selling and problem solving skills.
• Professional and positive attitude.
• Bilingual preferred (Spanish).
• NMLS registration and MLO status required.

Responsibilities

• Maintains knowledge of all products and services offered by the Credit Union.
• Performs sales and service activities to meet quarterly goals while delivering an exceptional member experience.
• Deepens member relationships by cross-selling products and services.
• Assists members with online banking, bill pay, and the mobile app access.
• Originates and closes loans via various channels; ensures conditions and documentation for funding.
• Manages ATM/Debit card issuance and maintenance.
• Promotes and sells third-party products.
• Functions as Membership Officer in the Branch.
• Handles opening and closing of accounts; completes documentation.
• Cross trains on teller functions; provides backup.
• Assists Call Center with member issues daily.
• Follows Bank Secrecy Act policy.
• Fills in at other branches as needed.

Skills

Customer Service

Interpersonal skills

Communication

Organization

Multitasking

Reliability

Cross-selling

Problem solving

Professional attitude

Bilingual (Spanish)

Education

High School Diploma

Associate's degree preferred

Tools

Outlook

Excel

Word

Job description

BrightBridge Credit Union in Waltham, MA is seeking a Financial Services Representative to deliver in-person and digital service, assist with loan processing, and deepen member relationships.

This full-time role requires a friendly, professional, member-focused individual with a high school diploma and two years of customer service experience in financial services. Travel to other branches may be required, and the team offers training and growth opportunities.