Float Member Service Representative, Marlboro, MA and Nashua, NH Area, Full

First Tech Federal Credit Union; Massachusetts; On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Paid holidays

Job summary

First Tech Federal Credit Union in Marlborough, MA is seeking a member service specialist who identifies member needs, promotes products, and provides service excellence. Travel is required to support MA and NH branches.

The role emphasizes accurate transaction processing and contributing to financial goals. You will also handle memberships, accounts, loans, and cross-training as a teller, with daily balancing and self-service promotion.

Qualifications

• High School diploma or equivalent.
• 1-3 years related experience.
• Excellent written and verbal communication skills.
• Consistent attention to detail.
• Strong technical skills (Word, Excel, Email).

Responsibilities

• Identify members' needs, cross-sell products, and meet sales goals.
• Open memberships, accounts and loans per guidelines; promote self-service.
• Process loans: obtain lending authority and verify documents.
• Handle teller and MSR transactions; assist with end-of-day balancing.
• Provide branch coverage and support other departments as needed.
• Adhere to policies and training; identify process improvements.

Skills

Communication skills

Attention to detail

Technical skills (Word, Excel, Email)

1-3 years related experience

High School diploma

Education

High School diploma or equivalent

Job description

Job Description

Contribute to DCU's Success Sharing and business goals by identifying members’ needs, providing service excellence, accurately processing all transactions, and helping members achieve their financial goals. Travel is required as float coverage will be provided at various MA and NH branch locations based on individual branch staffing needs.

What You’ll Do

• Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross sell appropriate products and services, make qualified referrals and achieve assigned sales goals.
• Understand and explain all DCU products and services. Open new memberships, accounts and loans utilizing established guidelines and promote self-service options. Prepare Signature Guarantee requests and conduct Notary Public services.
• Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings.
• Be cross trained as a teller and accurately process both teller and MSR transactions, assist with end of day balancing, Instant Issuance and ATM balancing if applicable.
• Periodically work as a teller to maintain knowledge and support the branch needs.
• Conduct audits of all membership applications, account maintenance forms, new account applications and completed loan files
• Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
• Provide coverage in all other DCU branches. May be asked to cover other areas such as the Information Center or support departments.
• Continuously identify and submit efficiency and process improvement ideas
• Perform other job-related duties as assigned.
• Continuously identify efficiencies and process improvements
• Adhere to all Credit Union policies, procedures, and training requirements.
• Perform other job-related duties as assigned.

Essential Skills

• High School diploma or equivalent
• 1-3 years related experience
• Excellent written and verbal communication skills
• Consistent attention to detail
• Strong technical skills (Word, Excel, Email)

Additional Eligibility Requirements

• Bilingual skills a plus

Location

Marlborough, MA

Target Compensation

$21.50 per hour

Schedule

Monday - Friday 8:30 – 5:30, alt. Thursday/Fridays 10:30-7:30, alt Saturdays 8:30 – 3:30 (40 hours)

#INDHI

What makes First Tech different? Click here to learn more!

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Who We Are

Employees Are Eligible For

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.