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

First Tech Federal Credit Union; Leominster (MA); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) match

Paid Time Off and holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union is seeking a member-focused specialist in Leominster, MA. You will identify member needs, educate on products, and cross-sell services while opening memberships, accounts and loans using established guidelines.

You will also process loans, verify documents, and conduct notary services when needed. Daily duties include teller transactions, end-of-day balancing, audits, and policy adherence to minimize risk.

Qualifications

• High School diploma or equivalent is required.
• 1-3 years related experience is expected.
• Verbal communication skills are essential.
• Technical skills with Word, Excel and Email are needed.
• Bilingual skills are a plus.

Responsibilities

• Identify member needs and build rapport to cross-sell products and services.
• Open memberships, accounts and loans following guidelines and self-service options.
• Process loan requests, verify conditions and closings integrity.
• Handle teller transactions and assist with end-of-day balancing.
• Audit membership applications and loan files for accuracy and compliance.
• Follow DCU/First Tech policies and security guidelines to limit risk.
• Provide coverage in other branches or departments as needed.
• Suggest efficiency improvements and perform other duties as assigned.

Skills

Verbal Communication skills

Technical skills

Education

High School diploma or equivalent

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: Leominster, MA

Target Compensation: $21.50 per hour

Schedule: Monday - Friday 8:30 - 5:30, alt. Thursday/Fridays 10:30-7:30, alt Saturdays 8:30 - 3:30 (40 hours)

#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.

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