Member Services Pro: Banking Guidance & Loans

First Tech Federal Credit Union; Robin Hill (MA); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid Time Off (PTOs) and sick time

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union is seeking a member services associate to identify members' financial needs, build rapport, and educate on products and services. You will cross-sell offerings, open memberships and loans, and conduct notary services when needed.

You will balance tills, process teller transactions, and participate in audits of applications and loan files. The role requires adherence to security protocols and potential coverage across branches.

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 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.

Skills

Verbal communication

Bilingual

Technical skills

Education

High School diploma or equivalent

Tools

Word

Excel

Email

Job description

First Tech Federal Credit Union is seeking a member services associate to identify members' financial needs, build rapport, and educate on products and services. You will cross-sell offerings, open memberships and loans, and conduct notary services when needed.

You will balance tills, process teller transactions, and participate in audits of applications and loan files. The role requires adherence to security protocols and potential coverage across branches.