Member Service & Financial Solutions Specialist

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

Benefits offered by this job

Medical, dental, vision coverage

401(k) match

Paid Time Off (up to 15 days/year)

Paid federal holidays

Special lending product pricing

Job summary

First Tech Federal Credit Union in Lexington, MA is seeking a part-time Member Services Associate to identify member needs, cross-sell products and process accounts and loans. You will open memberships, conduct Notary Public services, and ensure accuracy in loan conditions and documentation.

The role requires strong verbal communication, basic computer skills and the ability to balance transactions, with bilingual skills a plus. Competitive benefits and flexible coverage are highlighted.

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 members' financial needs; build rapport; educate and cross-sell products; make referrals and meet sales goals.
• Open new memberships, accounts and loans per guidelines; perform Notary Public services.
• Process loan requests per guidelines; verify conditions and document integrity before closings.
• Process teller transactions; assist with end-of-day balancing and ATM balancing.
• Audit membership applications, account forms, and loan files.
• Adhere to policies and security guidelines to limit fraud and losses.
• May cover other DCU areas, branches, or support departments.
• Identify and submit efficiency and process-improvement ideas.
• Perform other job-related duties as assigned.

Skills

Verbal Communication

Bilingual

Education

High School diploma or equivalent

Tools

Word

Excel

Email

Job description

First Tech Federal Credit Union in Lexington, MA is seeking a part-time Member Services Associate to identify member needs, cross-sell products and process accounts and loans. You will open memberships, conduct Notary Public services, and ensure accuracy in loan conditions and documentation.

The role requires strong verbal communication, basic computer skills and the ability to balance transactions, with bilingual skills a plus. Competitive benefits and flexible coverage are highlighted.