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

Digital Federal Credit Union; Burlington (MA); Hybrid; USD 38,000 - 51,000; 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 Burlington, MA is seeking a service-focused member associate to identify members' needs and provide accurate, high-quality service. You will process all transactions and help members achieve their financial goals while supporting cross-selling initiatives.

The role involves opening new memberships and accounts, processing loans, and performing Notary Public and Teller/MSR duties as needed. Strong communication and attention to detail are essential.

Qualifications

• High School diploma or equivalent required.
• 1-3 years related experience preferred.
• Excellent written and verbal communication skills required.
• Attention to detail essential.
• Proficiency with Word, Excel and Email tools expected.

Responsibilities

• Identify members' financial needs, build rapport and cross-sell appropriate products and services while achieving sales goals.
• Open memberships, accounts and loans per guidelines; promote self-service options and conduct Notary Public services.
• Process loan requests, verify conditions and ensure document integrity before closings.
• Assist with teller and MSR transactions, balance end-of-day, and support ATM operations where applicable.
• Conduct periodic audits of membership applications, account maintenance forms and loan files.
• Adhere to DCU policies, security guidelines and risk controls; provide coverage as needed.

Skills

Excellent written and verbal skills

Attention to detail

Technical skills: Word, Excel, Email

Education

High School diploma or equivalent

1-3 years related experience

Tools

Word

Excel

Email

Job description

Description

Contribute to DCU's Success Sharing and business goals by identifying members’ needs, providing service excellence, accurately processing all transactions, and helping members achieve their financial goals.

Contribute to DCU's Success Sharing and business goals by identifying members’ needs, providing service excellence, accurately processing all transactions, and helping members achieve their financial goals.

Here’s what you can expect from the job and what you need to be successful:

Essential Functions

What You’ll Do

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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.
• 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.

Essential Skills

Education and Experience Requirements:

• 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)

Additional Eligibility Requirements

Bilingual skills a plus

Location

Burlington, MA

Target Compensation

$21.50/hour

Schedule

Mon - Fri 8:30 - 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 - 3:30

#INDMI

Who We Are

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.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

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