Member Experience Specialist

St. Mary's Credit Union; Westborough (MA); On-site; USD 38,000 - 46,000; Full time

Job summary

St. Mary's Credit Union is seeking a full-time Member Service Representative at our Hudson and Westborough branches. No prior banking experience required; come start a rewarding career with us.

Under the direction of the Assistant Branch Manager, you will deliver exceptional member service, assist with opening accounts and transactions, cross-sell products, and help meet service and sales goals while maintaining compliance and accuracy.

Qualifications

• High School diploma or equivalent plus specialized coursework in retail services.
• One-year previous experience as a teller or in a customer service role.
• Good organizational and communication skills.

Responsibilities

• Represents the credit union to members in a courteous and professional manner and provides prompt, efficient, and accurate service in handling members’ needs.
• Contributes to a positive work environment and SMCU image by maintaining courteous, respectful and effective interaction, teamwork and communication with employees and members to enhance positive behaviors and employee satisfaction.
• Responsible for meeting or exceeding assigned sales and service goals
• Provides a superior member experience by actively listening and assessing the needs of the member and offering targeted solutions to these needs. Actively cross sells and provides product guidance to members.
• Assists members in opening saving and checking accounts, certificates of deposit, IRA’s, bonds, debit cards, wire transfers, etc. Assists with a wide variety of transactions. Processes necessary paperwork and enters information in the computer system utilizing multiple software programs.
• Adheres to and keeps current of compliance standards and procedures.
• Interviews and completes loan applications for Credit Union member’s consumer loans. Closes approved loans according to proper procedures.
• May act in the capacity of a teller as needed.
• Keeps current of the various products and services offered by attending product knowledge and related training sessions.
• Provides service to our membership communities by actively volunteering time to local civic and charitable organizations.
• Performs related member service duties as may be assigned or requested.

Skills

Customer service

Cross-selling

Communication

Sales

Education

High School diploma or equivalent

Job description

St. Mary's Credit Union is seeking a full-time Member Service Representative at our Hudson and Westborough branches. No prior banking experience required; come start a rewarding career with us.

Under the direction of the Assistant Branch Manager, you will deliver exceptional member service, assist with opening accounts and transactions, cross-sell products, and help meet service and sales goals while maintaining compliance and accuracy.