Member Service Representative - Andover, MA (On-Site)

First Tech Federal Credit Union

Andover (MA)

On-site

USD 24,000 - 35,000

Full time

2 days ago
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Benefits offered by this job

Medical coverage
Dental coverage
Vision coverage
401(k) match
Paid time off
Paid holidays
Employee pricing on lending products

Job summary

First Tech Federal Credit Union in Andover, MA is seeking a front-line Member Service professional. You will identify members’ needs, educate on products, open memberships and accounts, and assist with loan processing and notary services.

The role requires 1–3 years of relevant experience, strong verbal communication, and basic Word/Excel skills. The position is on-site in Andover with a competitive hourly compensation.

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 member needs and build relationships to cross-sell products and meet sales goals.
  • Explain DCU products, open memberships/accounts/loans per guidelines, and offer Notary services.
  • Process loan requests, verify conditions, and ensure documents are complete before closings.
  • Process teller transactions and assist with end-of-day balancing.
  • Audit membership applications, account maintenance forms, loans, and related files.
  • Follow DCU policies and security guidelines to minimize fraud risk.
  • Provide coverage in other DCU areas when needed.
  • Suggest efficiency and process improvement ideas.

Skills

Verbal Communication
Technical skills
Bilingual

Education

High School diploma or equivalent

Tools

Word
Excel
Email

Job description

Description

Contribute to DCU's Success Sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals.

What You'll Do:
  • 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 self-service options 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.
  • Accurately process teller transactions, assist with end of day balancing, Instant Issuance and ATM balancing.
  • Conducts 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.
  • May be asked to provide coverage in other DCU areas such as other branches, the Information Center or support departments.
  • Continuously identify and submit efficiency and process improvement ideas
  • Perform other job-related duties as assigned.
Qualifications & Skills:
  • High School diploma or equivalent
  • 1-3 years related experience
  • Verbal Communication skills
  • Technical skills (Word, Excel, Email)
  • Bilingual skills a plus
Location:

Andover, MA

Target Compensation:

$21.50 per hour

Schedule

Monday- Friday 8:30a-5:30
Alternating Thursday- Friday 8:30a-5:30p or 10:30a-7:30p
Alternating Saturday 8:30a-5:30pm

What makes First Tech different?

Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:
  • * Traditional medical, dental, and vision coverage
  • * Generous 401(k) match
  • * Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
  • * Paid federal holidays
  • * Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)
Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

First Tech is not currently offering Visa transfer/sponsorship for this position.

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