Onsite Banking Advisor & Customer Experience Pro

Metro Credit Union; Lawrence (MA); On-site; USD 60,574,000 - 81,951,000; Full time

Benefits offered by this job

Benefits package

Job summary

Metro Credit Union’s Lawrence Branch is looking for a Sales & Service Representative to greet members, process transactions, open accounts, and provide trusted financial guidance in a fast-paced, team-based environment. You will balance cash, protect member information, and collaborate with Metro partners to meet sales and service goals while growing your skills through the Universal Service program.

This onsite role requires full business-hour coverage, including rotating Saturdays, with a

Qualifications

• High school diploma or equivalent required.
• Ability to communicate clearly and provide attentive, respectful service.
• Ability to handle financial transactions and detailed documentation accurately.
• Dependability and the ability to work onsite during scheduled branch hours, including rotating Saturdays.
• Ability to use standard computer applications and learn branch systems and equipment.
• Ability to operate office and branch equipment and lift teller drawers or coin bags weighing up to 50 pounds.
• 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

• Process deposits, withdrawals, check cashing, loan payments and payoffs, official checks, money orders, cash advances, and other member transactions accurately.
• Open and service consumer accounts while ensuring required identification, signatures, documentation, and security clearances are complete.
• Ask thoughtful questions to understand each member’s needs and recommend appropriate financial solutions.
• Conduct consumer loan interviews, assist with applications and documentation, and keep members informed throughout the process.
• Make effective referrals to Metro partners when a member would benefit from additional expertise.
• Resolve member concerns by identifying the root cause, explaining available solutions, and following through to resolution.
• Balance daily work within established guidelines and protect confidential member information.
• Serve as a branch keyholder with responsibility for opening or closing the location as assigned.
• Build additional skills through Metro’s Universal Service program and provide support across functions when needed.

Skills

Customer service

Clear communication

Attention to detail

Onsite work required

Problem solving

Education

High school diploma or equivalent

Tools

Computer applications

Branch systems

Job description

Metro Credit Union’s Lawrence Branch is looking for a Sales & Service Representative to greet members, process transactions, open accounts, and provide trusted financial guidance in a fast-paced, team-based environment. You will balance cash, protect member information, and collaborate with Metro partners to meet sales and service goals while growing your skills through the Universal Service program.

This onsite role requires full business-hour coverage, including rotating Saturdays, with a