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

Davita Inc.; Lowell (MA); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading credit union situated in New England is seeking a motivated individual for a member services role. The position involves advising clients on financial services, managing accounts, and ensuring compliance with regulations. The ideal candidate will have solid communication skills, a high school diploma, and relevant experience, aiming for excellence in member service and satisfaction.

Qualifications

• 1-3 years related experience in financial member services.
• Strong verbal communication abilities.
• High school diploma needed.

Responsibilities

• Identify the financial needs of members and provide assistance.
• Open accounts/loans and perform related transactions.
• Educate members on products and services.

Skills

Verbal Communication

Technical Skills

Bilingual Skills

Education

High School diploma or equivalent

Tools

Word

Excel

Email

Job description

Description

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

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