Financial Services Representative (Waltham, MA)

BrightBridge Credit Union; Waltham (MA); On-site; USD 42,000 - 55,000; Full time

Job summary

BrightBridge Credit Union in Waltham, MA seeks a Financial Services Representative to deliver accurate in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations.

You will travel to other branches as needed, maintain knowledge of all products, and uphold banking regulations while providing exceptional member experiences.

Qualifications

• High school diploma or equivalent; associate's degree preferred.
• At least two years of customer service experience in financial services.
• Strong communication and interpersonal skills; able to work with members and staff.
• Experience with Windows PC applications (Outlook, Excel, Word).
• Able to handle multiple tasks and maintain professionalism.

Responsibilities

• Provide in-person and digital service to members and process loans.
• Promote and cross-sell bank products to deepen member relationships.
• Assist with loan processing and handle high call volume.
• Maintain knowledge of all products and services and online banking tools.
• Support branch operations and travel to other branches as needed.
• Ensure compliance with bank policies.

Skills

Customer service

Communication

Sales

Multitasking

Bilingual Spanish

Education

High school diploma or equivalent

Associate's degree preferred

Tools

Outlook

Excel

Word

Job description

Join Our Team as a Financial Services Representative

Location: Waltham, MA | Full-Time

Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We’re looking for a Financial Service Representative to serve our Waltham members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we’d love to meet you!

Why You’ll Love Working Here

• A collaborative team culture where your contributions matter
• Ongoing training and career development opportunities
• Competitive pay, benefits, and the chance to grow with a supportive organization
• The satisfaction of making a real difference in your community every day

What You'll Be Doing (Your Responsibilities)

• Maintains a working knowledge of all products and services offered by the Credit Union.
• Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.
• Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
• Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
• Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
• Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
• Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
• Promotes, refers and sells additional third party products as determined by the Credit Union.
• Function as a Membership Officer in the Branch, as approved by the Board of Directors.
• Handles opening and closing of all account types and completes all proper documentation.
• Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.
• Assists Call Center with resolution of member issues on a daily basis.Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
• Fills in at other branches as requested.

What We’re Looking For (Your Qualifications)

• Minimum of high school diploma or equivalent is required. Associates degree preferred.
• Minimum of two years Customer Service experience preferably in a financial institution.
• Strong interpersonal, written/verbal communication and organization skills required.
• Demonstrated ability to deal effectively with members and staff is essential.
• Experience with personal computers in a windows environment including Outlook, Excel and Word.
• Flexibility of work hours and proven reliability/dependability required.
• Must be able to handle multiple tasks effectively and accurately.
• Must have excellent cross-selling and problem solving skills.
• Must possess a professional and positive attitude and image to all of our members, at all times.
• Bilingual preferred (Spanish speaking)
• Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).

Physical Demands, Equipment Used, and Work Environment

• Sitting at a desk for extended periods.
• Fine motor skills for continuous computer keyboarding and mouse use.
• High volume of phone and video calls requiring active listening and speaking.
• Regular attendance and office mobility required. Attendance at appropriate conferences, meetings, and other travel as needed are required.