Member Services & Banking Advisor

Metro Credit Union; Boston (MA); On-site; USD 29,000 - 40,000; Full time

Job summary

Metro Credit Union is seeking a Sales & Service Representative for the Commonwealth Ave Branch in Boston, onsite. You will handle everyday banking needs, build relationships, and guide members to appropriate financial solutions while supporting branch operations and accuracy in all transactions.

You will participate in consumer lending conversations, open accounts, and balance daily work, with opportunities for growth through cross-training and referrals.

Responsibilities

• Process deposits, withdrawals, check cashing, loan payments and payoffs, official checks, money orders, cash advances, and other member transactions accurately.
• Open and service consumer accounts while ensuring required identification, signatures, documentation, and security clearances are complete.
• Ask thoughtful questions to understand each member’s needs and recommend appropriate financial solutions.
• Conduct consumer loan interviews, assist with applications and documentation, and keep members informed throughout the process.
• Make effective referrals to Metro partners when a member would benefit from additional expertise.
• Resolve member concerns by identifying the root cause, explaining available solutions, and following through to resolution.
• Balance daily work within established guidelines and protect confidential member information.
• Serve as a branch keyholder with responsibility for opening or closing the location as assigned.
• Build additional skills through Metro’s Universal Service program and provide support across functions when needed.
• All branch employees are scheduled to support full business-hour coverage, including rotating Saturday shifts.

Job description

Metro Credit Union is seeking a Sales & Service Representative for the Commonwealth Ave Branch in Boston, onsite. You will handle everyday banking needs, build relationships, and guide members to appropriate financial solutions while supporting branch operations and accuracy in all transactions.

You will participate in consumer lending conversations, open accounts, and balance daily work, with opportunities for growth through cross-training and referrals.