Member Support Specialist: Impactful Financial Guidance

BrightBridge Credit Union; Lawrence (MA); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Collaborative culture

Training & career development

Competitive pay & benefits

Community impact

Job summary

BrightBridge Credit Union is seeking a Member Support Specialist in Lawrence, MA. You will serve as the voice of the organization, handling calls, chats, and emails with a focus on prompt, personalized service across multiple channels.

You will process a wide range of member transactions, cross-sell suitable products, and assist with loan applications, all while ensuring accuracy and compliance in a fast-paced environment.

Qualifications

• Minimum of high school diploma or equivalent is required.
• Minimum of two years experience in a sales and service environment required.
• Knowledge and experience with financial services and lending preferred.
• Strong interpersonal, written/verbal communication and organizational skills required.
• Strong technology skills. Experience in a windows environment including Outlook, Excel, and Word required.
• Outstanding telephone etiquette and a positive and professional attitude required.
• Flexibility of work hours and proven reliability/dependability required.
• Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).

Responsibilities

• Handles a large volume of incoming calls, chats, and emails within a fast-paced environment in a courteous, professional, and efficient manner.
• Processes a wide variety of transactions for members including, but not limited to: withdrawals, transfers, loan payments, new accounts, e-services and certificates.
• Cross-sells appropriate products and services to deepen member relationships and meet sales expectations.
• Originates Consumer Loan and Home Equity applications and follows up with members to ensure loan funding occurs to the members’ satisfaction.
• Functions as a Membership Officer, as assigned by the Board of Directors.
• Processes check by phone (SpeedChex) and credit card payments by phone (Virtual Merchant).
• Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
• Provides members with information regarding all products and services. When necessary will direct calls to appropriate departments/employees.
• Successfully researches and resolves problems to the members’ satisfaction.
• Perform risk analyses in order to prevent or minimize potential fraud losses by verifying purchases, member identity, and account transactions.

Skills

Customer service

Interpersonal skills

Communication

Organizational skills

Phone etiquette

Education

High school diploma or equivalent

Tools

Outlook

Excel

Word

Job description

BrightBridge Credit Union is seeking a Member Support Specialist in Lawrence, MA. You will serve as the voice of the organization, handling calls, chats, and emails with a focus on prompt, personalized service across multiple channels.

You will process a wide range of member transactions, cross-sell suitable products, and assist with loan applications, all while ensuring accuracy and compliance in a fast-paced environment.