Float Member Service Representative - Multiple Areas (On-Site)

First Tech Federal Credit Union; Robin Hill (MA); On-site; USD 24,000 - 35,000; Full time

Benefits offered by this job

Traditional medical, dental, and view

Generous 401(k) match

Paid Time Off: up to 15 days first yr,

Paid federal holidays

Special employee lending pricing

Job summary

First Tech Federal Credit Union is seeking a frontline member service professional to identify financial needs, build rapport, and educate members on products at multiple branches.

You will open memberships, accounts, and loans, provide Notary services, and support lending with accurate document checks. The role requires strong communication and basic tech skills with some travel between nearby branches.

Qualifications

• High School diploma or equivalent.
• 1-3 years related experience.
• Verbal Communication skills.
• Technical skills (Word, Excel, Email).
• Bilingual skills a plus.

Responsibilities

• Identify members' financial needs by building rapport and cross-selling products, meet sales goals.
• Open memberships, accounts and loans per guidelines; provide Notary Public services.
• Obtain Lending Authority and process loan requests; verify conditions and documents.
• Accurately process teller transactions and assist with end-of-day balancing, Instant Issuance and ATM balancing.
• Audit membership applications, account maintenance forms, new accounts, and loan files.
• Adhere to policies including security compliance and risk controls.
• Provide coverage at nearby branches or support departments as needed.
• Submit efficiency and process improvement ideas.
• Perform other job-related duties as assigned.

Skills

Verbal communication

Technical skills

Bilingual (nice to have)

Education

High School Diploma or equivalent

Job description

Description

Contribute to DCU's Success Sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals.

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 self-service options 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.
• Accurately process teller transactions, assist with end of day balancing, Instant Issuance and ATM balancing.
• Conducts 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.
• May be asked to provide coverage in other DCU areas such as other branches, the Information Center or support departments.
• Continuously identify and submit efficiency and process improvement ideas
• Perform other job-related duties as assigned.

Qualifications & Skills:

• High School diploma or equivalent
• 1-3 years related experience
• Verbal Communication skills
• Technical skills (Word, Excel, Email)
• Bilingual skills a plus

Location:

This is a floating role that supports multiple branch locations. Team members are expected to travel to nearby branches within the designated geographic area based on business needs.

Target Compensation:

$21.50 per hour

Schedule

Monday- Friday 8:30a-5:30, Alternating Thursday- Friday 8:30a-5:30p or 10:30a-7:30p, Alternating Saturday 8:30a-5:30pm

Who We Are:

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.

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.