Member Services Specialist - Financial Solutions & Loans

First Tech Federal Credit Union; Framingham (MA); On-site; USD 24,000 - 35,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Paid holidays

Loan discounts

Job summary

First Tech Federal Credit Union in Framingham, MA is seeking a member service representative to identify members' needs, educate on products, open accounts, and process loans with accuracy and service excellence.

You will build rapport, cross-sell appropriate services, perform Notary Public duties when needed, and support branch operations while adhering to security guidelines and policies.

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.
• Conduct 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

First Tech Federal Credit Union in Framingham, MA is seeking a member service representative to identify members' needs, educate on products, open accounts, and process loans with accuracy and service excellence.

You will build rapport, cross-sell appropriate services, perform Notary Public duties when needed, and support branch operations while adhering to security guidelines and policies.