Financial Services Advisor - Loans & Member Growth

BrightBridge Credit Union; Tewksbury (MA); On-site; USD 36,000 - 39,000; Full time

Job summary

BrightBridge Credit Union is seeking a Financial Services Representative in Tewksbury, MA. You will serve members in person and digitally, assist with loan processing, and promote additional products to deepen relationships. Flexible to travel to other branches as needed.

Ideal candidates have strong communication, organizational skills, and a professional, customer-focused attitude. Banking experience and bilingual Spanish ability are a plus for supporting a diverse member base.

Qualifications

• Minimum high school diploma or equivalent required; associate degree preferred.
• Two years customer service experience, preferably in a financial institution.
• Strong interpersonal, written/verbal communication and organization skills required.
• Experience with Windows PC applications (Outlook, Excel, Word) and reliability essential.
• Bilingual Spanish preferred; eligible for NMLS registration if applicable.

Responsibilities

• Provides accurate, complete, and personalized in-person and digital service to members.
• Assists with loan processing and documents funding/disbursement per policy.
• Cross-sells and refers additional products to deepen member relationships.
• Maintains knowledge of products/services and online banking tools to support members.
• Open/close accounts and support branch operations as needed.

Skills

Customer Service

Interpersonal skills

Organization

Education

High school diploma or equivalent

Associate's degree preferred

Tools

Microsoft Outlook

Excel

Word

Job description

BrightBridge Credit Union is seeking a Financial Services Representative in Tewksbury, MA. You will serve members in person and digitally, assist with loan processing, and promote additional products to deepen relationships. Flexible to travel to other branches as needed.

Ideal candidates have strong communication, organizational skills, and a professional, customer-focused attitude. Banking experience and bilingual Spanish ability are a plus for supporting a diverse member base.