Membership Maintenance Team Member I, Marlborough, MA, Full-Time, Hybrid

First Tech Federal Credit Union; Marlborough (MA); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid Time Off

Paid holidays

Job summary

First Tech Federal Credit Union in Marlborough, MA is seeking a Membership Maintenance associate to process member requests and support front-line staff with related questions. You will handle daily work to meet service levels and assist with deposit-related processes while ensuring accuracy and compliance.

The role offers weekday hours, competitive hourly pay, and benefits including medical coverage, 401(k) match, PTO and holidays.

Qualifications

• Six months to one-year related experience in financial services preferred.
• Prior customer service experience is required.
• Basic PC skills are required to perform daily tasks.

Responsibilities

• Answer member questions and process requests via phone and email.
• Maintain service level agreements and timely task completion.
• Cross-train on Deposit Services processes to support department goals.
• Assist front-line staff and members with membership maintenance tasks.
• Adhere to DCU/First Tech policies and regulatory requirements.

Skills

Customer service experience

Financial services exposure

Basic PC skills

Job description

Description

Process work pertaining to the Membership Maintenance job responsibilities and assist members and front-line staff with questions pertaining to those processes. Assist the Membership Maintenance team with achieving key performance goals and service level standards. Cross-train on a variety of Deposit Services processes to further support the overall goals of the department and DCU.

Description

Process work pertaining to the Membership Maintenance job responsibilities and assist members and front-line staff with questions pertaining to those processes. Assist the Membership Maintenance team with achieving key performance goals and service level standards. Cross-train on a variety of Deposit Services processes to further support the overall goals of the department and DCU.

What You’ll Do

• Actively contributes to DCU’s Success Sharing initiatives and practices. DCU’s principles of People Come First, Do the Right Thing, Make a Difference
• Maintains a high level of professionalism and respect during interactions with both members and colleagues alike
• Maintains a working knowledge of and adheres to DCU policies and procedures related to the position, as well as all applicable regulations
• Performs work functions with attention to detail within established timeframes and follows through as needed to complete tasks
• Meets or exceeds performance goals, including but not limited to service level achievement, timeliness of tasks, quality of work, service quality, and others as assigned
• Provide phone coverage to assist the Information Center, Branches, various departments, and members. Answer incoming calls to the Membership Maintenance hunt line
• Process daily work within the service level
  • Answering member requests/ emails
  • Dormancy Flag Removal Report
  • Add/Remove Joint Owner
  • Limited Services
  • Address Changes
  • Reactivate Dormant Accounts
  • Name Change
  • Social Security Number Changes
  • Member Number Change
  • B Notices
  • Compromised Shares and Pins
• Basic knowledge and ability to assist other departments
  • Deceased Memberships
  • Power Of Attorney
• Establish and maintain an effective and positive working relationship with coworkers, supervisors, and members.
• Complete training courses within established guidelines.
• Adhere to DCU’s policies and procedures. Lead by example and always conduct yourself in a professional manner.
• Perform other job-related duties as assigned or requested.
• Complies with regulatory compliance and assigned training requirements.

Essential Skills

• Six months to one-year related experience, financial institutions preferred
• Prior customer service experience
• Basic PC skills

Location

Marlborough, MA

Target Compensation

$20.19 - $24.28 / hour

Schedule

Mon - Fri: 8 AM - 5 PM (40 Hours)

Who We Are

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees Are Eligible For

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

First Tech is not currently offering Visa transfer/sponsorship for this position.