Member-Focused Banking & Service Specialist

Metro Credit Union; Boston (MA); On-site; USD 42,000 - 64,000; Full time

Job summary

Metro Credit Union's Mass Ave Branch in Boston is seeking a Sales & Service Representative to deliver welcoming, efficient, and personalized service while helping members with everyday banking needs and financial solutions.

You'll handle deposits, withdrawals, account openings, inquiries, and referrals, balancing daily transactions and protecting member information. The role supports branch operations with opening/closing duties and Saturday hours.

Qualifications

• Excellent customer service and communication skills.
• Ability to listen carefully and understand member needs.
• Comfort with explaining financial options and solutions to members.

Responsibilities

• Provide welcoming, efficient, and personalized member service.
• Process deposits, withdrawals, and routine transactions accurately.
• Open and service consumer accounts with proper identification and documentation.
• Ask thoughtful questions to identify member needs and recommend solutions.
• Refer members to Metro partners when appropriate.
• Protect member information and balance daily transactions.
• Support branch operations, including opening/closing duties.
• Participate in Saturday shifts as part of full business-hour coverage.

Skills

Customer service

Listening skills

Communication

Job description

Metro Credit Union's Mass Ave Branch in Boston is seeking a Sales & Service Representative to deliver welcoming, efficient, and personalized service while helping members with everyday banking needs and financial solutions.

You'll handle deposits, withdrawals, account openings, inquiries, and referrals, balancing daily transactions and protecting member information. The role supports branch operations with opening/closing duties and Saturday hours.