Member Services & Loan Specialist

First Tech Federal Credit Union; Lexington (MA); On-site; USD 40,000 - 49,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid time off

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union in Lexington, MA is seeking a motivated Member Services Associate to identify member needs, deliver service excellence, and help members achieve their financial goals. You will build rapport, educate on products, and cross-sell within established guidelines.

You’ll open new memberships and accounts, process loans, conduct Notary Public services, handle teller transactions, and balance drawers.

Qualifications

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

Responsibilities

• Identify the financial needs of members and educate cross-sell products to achieve sales goals.
• Open new memberships, accounts and loans using guidelines and conduct Notary Public services.
• Process loan requests and verify all conditions before loan closings.
• Accurately process teller transactions and assist with end-of-day balancing, Instant Issuance and ATM balancing.
• Conduct audits of membership applications, account maintenance forms, and loan files.
• Adhere to DCU policies to limit fraud and losses.
• Provide coverage in other DCU areas as needed.
• Submit efficiency and process improvement ideas.
• Perform other job-related duties as assigned.

Skills

Verbal communication

Technical skills

Bilingual

Education

High school diploma or equivalent

Tools

Word

Excel

Email

Job description

First Tech Federal Credit Union in Lexington, MA is seeking a motivated Member Services Associate to identify member needs, deliver service excellence, and help members achieve their financial goals. You will build rapport, educate on products, and cross-sell within established guidelines.

You’ll open new memberships and accounts, process loans, conduct Notary Public services, handle teller transactions, and balance drawers.