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

First Tech Federal Credit Union; Methuen (MA); On-site; USD 24,000 - 35,000; Full time

Benefits offered by this job

Medical insurance

401(k) match

Paid time off

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union in Methuen, MA is hiring for a Member Service/Financial Services Associate. You will identify member needs, educate on products, cross-sell services, and open new memberships, accounts and loans while delivering Notary Public services.

You will process loan requests, handle teller transactions, balance end-of-day accounts, and conduct audits to ensure accuracy and compliance. Strong communication and Excel/Word skills are required.

Qualifications

• High School diploma or equivalent.
• 1-3 years related experience in financial services or retail settings.
• Verbal communication skills to identify member needs and explain options.
• Technical skills with Word, Excel and email applications.
• Bilingual skills are a plus.

Responsibilities

• Identify the financial needs of new and existing members by building rapport and establishing relationships.
• Educate and cross-sell appropriate products and services; make qualified referrals and meet sales goals.
• Open new memberships, accounts and loans per guidelines; conduct Notary Public services.
• Process loan requests and verify conditions; assist with teller transactions and end-of-day balancing.
• Audit membership applications and loan files; ensure accuracy and compliance.
• Adhere to DCU policies; support risk management and security controls.
• Provide coverage across branches or departments as needed; contribute ideas for improvements.
• Perform other duties as assigned.

Skills

Verbal communication

Sales orientation

Customer service

Notary knowledge

Cross-sell

Financial product knowledge

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

Methuen, 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)

#INDHI

Who We Are

What makes First Tech different? Click here to learn more! 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.