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Member Service Representative, Lowell, MA, Full-Time, Onsite

Digital Federal Credit Union

Lowell (MA)

On-site

USD 36,000 - 48,000

Full time

8 days ago

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Job summary

Digital Federal Credit Union is seeking a Member Service Representative in Lowell, MA. This full-time role requires a high school diploma and strong communication skills to assist members in achieving their financial goals. If you thrive in a dynamic environment and have experience in customer service, this is an excellent opportunity to join a leading credit union in New England.

Benefits

Excellent work-life balance
Career development opportunities

Qualifications

  • 1-3 years related experience in customer service or finance preferred.
  • Ability to build rapport and educate customers on products/services.

Responsibilities

  • Identify and address financial needs of members.
  • Open new memberships and conduct loan processing.
  • Process teller transactions and assist with audits.

Skills

Verbal Communication
Technical skills
Bilingual skills

Education

High School diploma or equivalent

Tools

Word
Excel
Email

Job description

Member Service Representative, Lowell, MA, Full-Time, Onsite

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Member Service Representative, Lowell, MA, Full-Time, Onsite

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Schedule

Mon - Fri 8:30 – 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 – 3:30 (40 hours)

What You’ll Do

Summary/Objective:

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

Schedule

Mon - Fri 8:30 – 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 – 3:30 (40 hours)

What You’ll Do

Summary/Objective:

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

Essential Functions:

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 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.

What You’ll Need

  • High School diploma or equivalent
  • 1-3 years related experience
  • Verbal Communication skills
  • Technical skills (Word, Excel, Email)
  • Bilingual skills a plus

What We Do

DCU is the largest credit union headquartered in New England – serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.

DCU 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 careers@dcu.org 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.

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

#INDLW

Seniority level
  • Seniority level
    Entry level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Other
  • Industries
    Banking

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