Member Service & Lending Pro — Travel‑Ready

Digital Federal Credit Union; Robin Hill (MA); On-site; USD 44,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid Time Off

Job summary

Digital Federal Credit Union in Marlborough, MA is seeking a member-focused associate to identify financial needs, educate members, cross-sell products and services, and process transactions with accuracy and service excellence. You will open new memberships, accounts and loans, promote self-service options, perform teller duties when needed, and support lending while maintaining policy compliance.

Travel is required as float coverage will be provided at various MA and NH branch locations based

Qualifications

• High School diploma or equivalent.
• 1-3 years related experience.
• Excellent written and verbal communication skills.
• Consistent attention to detail.
• Strong technical skills (Word, Excel, Email).

Responsibilities

• Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross sell appropriate products and services, make qualified referrals and achieve assigned sales goals.
• Understand and explain all DCU products and services. Open new memberships, accounts and loans utilizing established guidelines and promote self-service options. Prepare Signature Guarantee requests and conduct Notary Public services.
• Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings.
• Be cross trained as a teller and accurately process both teller and MSR transactions, assist with end of day balancing, Instant Issuance and ATM balancing if applicable.
• Periodically work as a teller to maintain knowledge and support the branch needs.
• Conduct audits of all membership applications, account maintenance forms, new account applications and completed loan files
• Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
• Provide coverage in all other DCU branches. May be asked to cover other areas such as the Information Center or support departments.
• Continuously identify and submit efficiency and process improvement ideas
• Perform other job-related duties as assigned.
• Continuously identify efficiencies and process improvements
• Adhere to all Credit Union policies, procedures, and training requirements.
• Perform other job-related duties as assigned.

Skills

HS Diploma

1-3 yrs exp

Communication

Attention to detail

MS Office

Education

High School Diploma or equivalent

Tools

MS Word

MS Excel

Email

Job description

Digital Federal Credit Union in Marlborough, MA is seeking a member-focused associate to identify financial needs, educate members, cross-sell products and services, and process transactions with accuracy and service excellence. You will open new memberships, accounts and loans, promote self-service options, perform teller duties when needed, and support lending while maintaining policy compliance.

Travel is required as float coverage will be provided at various MA and NH branch locations based