Member Experience & Financial Services Associate

First Tech Federal Credit Union; Framingham (MA); On-site; USD 24,000 - 35,000; Part time

Benefits offered by this job

Medical/dental/vision benefits

401(k) match

Paid time off

Paid holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union in Framingham, MA is seeking a part-time Member Service Representative to identify member needs, educate on products, and process transactions with accuracy. You will cross-sell services, open memberships and accounts, and assist with loan processing while upholding security standards.

This role offers a competitive hourly wage and opportunities for growth within a member-focused team.

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 the financial needs of members, educate and cross-sell appropriate products and services, and achieve sales goals.
• Open new memberships, accounts and loans following guidelines; provide Notary Public services.
• Process loan requests, verify conditions, and ensure documents are complete before loan closings.
• 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.

Skills

Verbal communication

Technical skills

Notary Public services

Education

High School diploma or equivalent

Tools

Word

Excel

Email

Job description

First Tech Federal Credit Union in Framingham, MA is seeking a part-time Member Service Representative to identify member needs, educate on products, and process transactions with accuracy. You will cross-sell services, open memberships and accounts, and assist with loan processing while upholding security standards.

This role offers a competitive hourly wage and opportunities for growth within a member-focused team.