Member Services & Financial Solutions Specialist

St. Mary's Credit Union; Northborough (MA); On-site; USD 36,000 - 54,000; Full time

Job summary

St. Mary’s Credit Union in Massachusetts seeks a friendly Member Service Representative (MSR) to be the first contact for members, delivering exceptional service while promoting financial products.

The role emphasizes cross-selling and adherence to bank policies to achieve branch sales and service goals. The MSR will engage with members, resolve issues, and open/maintain accounts, supporting branch performance and customer satisfaction.

Qualifications

• High School diploma equivalent plus specialized coursework in retail services.
• One year of previous experience as a teller or in a customer service role.
• Solid, basic mathematical skills for counting cash.
• Effective organizational and communication skills and attention to detail.
• Ability to utilize various types of office equipment including computer terminals and software.
• Possess Comm of Massachusetts Notary Public certification or willingness to obtain

Responsibilities

• Engage with members and represent the credit union in a courteous and professional manner providing prompt, efficient, and accurate service to ensure the highest level of customer satisfaction.
• Recognize opportunities to engage in product cross selling aimed at deepening the member relationship.
• Actively listen and assess member needs to provide targeted product solutions.
• Handle and resolve difficult and challenging member issues by utilizing conflict management skills.
• Provide effective member service by answering member inquiries, investigating, and resolving errors.
• Develop and maintain strong relationships with members to foster loyalty and trust while providing financial guidance.
• Adhere to federal and state compliance regulations as well as corporate policies and procedures for transaction processing.

Skills

Customer service

Cross-selling

Communication

Teamwork

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office

Outlook

Job description

St. Mary’s Credit Union in Massachusetts seeks a friendly Member Service Representative (MSR) to be the first contact for members, delivering exceptional service while promoting financial products.

The role emphasizes cross-selling and adherence to bank policies to achieve branch sales and service goals. The MSR will engage with members, resolve issues, and open/maintain accounts, supporting branch performance and customer satisfaction.