Multi-Branch Member Specialist

Metro Credit Union; Boston (MA); On-site; USD 36,000 - 44,000; Full time

Job summary

Metro Credit Union is seeking a Regional Member Specialist to deliver exceptional service across multiple branches and support operations, member transactions, and account openings. You will identify member needs, guide them to the right products, and help drive lending opportunities.

You will travel between branches to support staffing and growth, maintaining compliance and a superior member experience across communities Metro serves.

Qualifications

• High school diploma or equivalent.
• Experience in retail banking, financial services, retail sales, hospitality, customer service, or a related member-facing environment.
• Demonstrated ability to build relationships, identify needs, and deliver exceptional service.
• Ability to handle financial transactions accurately and maintain attention to detail.
• Strong communication, problem-solving, and interpersonal skills.
• Ability to travel between Metro branch locations as needed.
• Ability to work branch operating hours, including Saturdays.
• Highly motivated self-starter with a growth and results-driven mindset, exceptional energy, and a constant drive to achieve more, improve outcomes, and impact the business.

Responsibilities

• Guide members through everyday banking needs, account opening, financial transactions, and service solutions.
• Conduct member conversations that uncover needs and help connect individuals to the right products, services, and lending solutions.
• Support multiple branches with teller, member service, opening, closing, and operational responsibilities.
• Assist members through in-person, phone, and digital service channels.
• Handle complex member questions and escalations with professionalism, ownership, and urgency.
• Complete consumer loan interviews and assist members throughout the application process.
• Partner with Retail colleagues to contribute to branch growth, referral activity, and member retention goals.
• Maintain compliance with all regulatory, security, operational, and risk-management requirements.

Skills

Customer service

Relationship building

Communication

Attention to detail

Problem solving

Travel flexibility

Teamwork

Growth mindset

Education

High school diploma

Job description

Metro Credit Union is seeking a Regional Member Specialist to deliver exceptional service across multiple branches and support operations, member transactions, and account openings. You will identify member needs, guide them to the right products, and help drive lending opportunities.

You will travel between branches to support staffing and growth, maintaining compliance and a superior member experience across communities Metro serves.