Member Relationship Representative III (onsite in Worcester, MA)

All One Credit Union; Worcester (MA); On-site; USD 33,089 - 49,634; Full time

Benefits offered by this job

401K plan

Competitive benefits

Career development

Job summary

All One Credit Union is seeking a Member Relationship Representative III to lead branch operations, coach the team on service excellence, and engage members in needs-based conversations while offering financial solutions.

The role covers onboarding new members, opening accounts, handling loans and closings, supervising teller balancing, and ensuring compliance with BSA and other regulations. A rotating Monday–Saturday schedule is required.

Qualifications

• Minimum 3 years of banking experience with teller and member service responsibilities.
• Demonstrated supervisory skills.
• Strong knowledge of banking products, services and branch operations.
• Excellent member service delivery with strong communication and interpersonal skills.
• Proficient with technology and Microsoft Office.
• NMLS registration required.
• Ability to work a rotating schedule Monday through Saturday.

Responsibilities

• Oversees branch operations, including cash handling and fraud prevention, and manages daily reports.
• Coaches and mentors branch staff to achieve goals and develop potential.
• Delivers exceptional member experience and needs-based conversations.
• Recommends appropriate financial solutions and refers to product specialists as needed.
• Handles onboarding, new accounts, loans, mortgages, and routine banking transactions.
• Supervises teller balancing and cash reconciliation; ensures adherence to policies.

Skills

Banking experience

Teller & member service

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Description

The Member Relationship Representative III leads the operational standards of the branch. Additionally, the Member Relationship Representative III leads by example and coaches the team on operational excellence, member experience, having needs-based conversations, and offering financial solutions to meet our members’ needs.

Description

The Member Relationship Representative III leads the operational standards of the branch. Additionally, the Member Relationship Representative III leads by example and coaches the team on operational excellence, member experience, having needs-based conversations, and offering financial solutions to meet our members’ needs.
Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to members served by All One Credit Union.

• Oversees branch operations, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, member privacy and employee safety and performance of all operational duties.
• Works alongside the management team to coach and mentor branch staff to achieve goals and develop their abilities and potential; provides ongoing training and motivation to the team.
• Consistently executes appropriate behaviors aligned with the credit union's values and member service standards to deliver an exceptional member experience in the branch.
• Proactively reaches out to members to deepen relationships through needs-based conversations.
• Demonstrates exceptional knowledge of the credit union’s products and services. Recommends appropriate solutions to meet member needs. When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs such as wealth management, IRAs, real estate and commercial lending, etc.
• Completes all member requests including, but not limited to, onboarding new members, opening new accounts, personal, car and equity loan applications and closings, mortgage applications, servicing requests, and routine bank transactions (deposits, withdrawals, check cashing, loan payments, etc.).
• Supervises teller balancing. Ensures all cash is accounted for and team adheres to the Teller Balancing Policy. Verifies cash drawers when necessary and corrects teller errors.
• Manages the branch operational tasks such as audits, cash settlements, daily recap, ATMs, cash recyclers, coin machine, vaults, as well as daily, weekly, and monthly reports.
• Orders, verifies and distributes cash shipments.
• In conjunction with Branch Manager and Assistant Branch Manager, ensures all security equipment is in proper working order. Opens and closes the branch to ensure systems are set properly. Responds to alarms as required.
• Administers supervisor overrides for restricted transactions appropriately and within assigned limits to approve and take responsibility for the transactions.
• Continuously increases knowledge and skills through self-motivation, formal education, seminars, and in-house training.
• Achieves all assigned member service and sales goals.
• Adheres to all policies and procedures. Responsible for compliance with the following regulations: BSA, OFAC, and other regulations as required.
• Acts as a third in charge/supervisor in the branch. Supports Branch Manager and Assistant Manager with coaching and training branch employees and new hires.
• Participates in assigned projects or committees within the credit union.
• Places and logs service calls for transactional equipment. Initiates tickets with IT to report system issues and relays information as needed. Oversees reentry of items as needed.
  

Work-Life Balance, Benefits & Compensation

We understand the importance of work-life balance, and our programs give employees peace of mind. Employees at All One Credit Union are offered a comprehensive, affordable, and competitive benefits package including a rich 401K plan offering 100% of the first 5% 401K Match contribution and 3% 401K Safe Harbor contribution. Please review our full benefits package at all-onecu.com/about/careers/.

Requirements

The salary range for this role is between $24.02 - $36.03. Actual compensation will be determined based on experience and other factors as permitted by law. Requirements: High school diploma or equivalent. At least three years of banking experience with teller and member service responsibilities along with demonstrated supervisory skills. Must have strong knowledge of banking products, services and branch operations. Excellent member service delivery along with strong organizational, communication and interpersonal skills. Must be a great problem solver, proactive in solving member issues and comfortable with technology. Must have a working knowledge of Microsoft Outlook, Word and Excel. Ability to work a rotating schedule of Monday through Saturday. Must be registered with NMLS.

Employees are expected to embody All One Credit Union’s core values in all interactions, fostering partnerships, trust, and community both internally and externally. This commitment supports a culture of inclusion and drives the achievement of All One’s goals.

All One Credit Union is an Equal Opportunity Employer - Vets/Disabled.