Member Services Specialist – Banking & Loans

Digital Federal Credit Union; Waltham (MA); On-site; USD 24,000 - 35,000; Part time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid time off and holidays

Employee pricing on lending products

Job summary

Digital Federal Credit Union in Waltham, MA is seeking a part-time Member Service/ Teller role to identify members' financial needs, build rapport, and educate on DCU products. You will open memberships, accounts, and loans, and conduct Notary Public services while ensuring compliance and accuracy in lending and teller duties.

The position requires 1–3 years related experience, strong verbal communication, and basic technical skills.

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

Technical skills

Bilingual skills

Education

High School diploma or equivalent

Job description

Digital Federal Credit Union in Waltham, MA is seeking a part-time Member Service/ Teller role to identify members' financial needs, build rapport, and educate on DCU products. You will open memberships, accounts, and loans, and conduct Notary Public services while ensuring compliance and accuracy in lending and teller duties.

The position requires 1–3 years related experience, strong verbal communication, and basic technical skills.