Member Experience Banker I

GreyMatter IT; Danvers (MA); On-site; USD 27,552 - 31,684; Full time

Job summary

Align Credit Union in Danvers, MA is seeking a Universal Banker I to provide exceptional member service, process banking transactions, and expand member relationships through a consultative sales approach. The role covers account openings, servicing requests, issuing debit cards, and routine transactions with a focus on accurate, compliant service.

The position emphasizes meeting member needs, achieving sales and service goals, and maintaining knowledge of products to offer optimal options.

Qualifications

• Experience processing deposits, withdrawals, check cashing, and loan payments.
• Ability to open accounts and service member requests.
• Strong knowledge of compliance policies (BSA, OFAC)

Responsibilities

• Process sales, servicing, banking transactions and tasks.
• Advise on financial needs using consultative approach.
• Build and maintain member relationships throughout life cycle.
• Refer to product specialists for wealth, real estate, or lending.
• Ensure compliance with security and policies.

Skills

Customer service

Sales

Banking transactions

Compliance knowledge

Relationship building

Job description

Align Credit Union in Danvers, MA is seeking a Universal Banker I to provide exceptional member service, process banking transactions, and expand member relationships through a consultative sales approach. The role covers account openings, servicing requests, issuing debit cards, and routine transactions with a focus on accurate, compliant service.

The position emphasizes meeting member needs, achieving sales and service goals, and maintaining knowledge of products to offer optimal options.