Part Time Member Services Rep I

City of Boston Credit Union; Boston (MA); On-site; USD 20,664 - 27,552; Part time

Job summary

A financial institution in Boston is seeking a part-time Member Service Representative responsible for handling customer requests and opening various deposit accounts. Applicants should have experience in customer service and a high school diploma. The role requires good communication skills, the ability to work flexible schedules, and reliable transportation to various branch locations. This position offers up to 24 hours of work per week and requires adherence to regulatory procedures.

Qualifications

• Experience with specialized products and regulatory training preferred.
• One year teller experience required.
• Good communication and organizational skills are necessary.

Responsibilities

• Open various deposit accounts and services for customers.
• Answer member questions and resolve problems within policy guidelines.
• Sell Credit Union products when appropriate.

Skills

Customer service

Communication skills

Organizational skills

Sales training

Computer skills

Education

High school diploma or equivalent

Tools

MS Office

Job description

Description

The Member Service Representative is responsible for handling all customer requests within the confines of established policies and procedures.

Travel is required to other locations and employee must be able to work flexible schedules to meet the needs of each branch location. Reliable transportation is also required. This part‑time position is up to 24 hours per week, in various locations.

Responsibilities

• Responsible for opening all deposit type accounts and services, including:
• Certificates of Deposit
• Savings Accounts
• NOW Checking Accounts
• Money Market Accounts
• Club Accounts
• ATM Cards
• Debit Cards
• On-Line Banking
• Individual Retirement Accounts
• Perform maintenance on accounts to set up payroll deductions, make address and title changes or other maintenance that may be necessary from time to time.
• Answer member questions and resolve member problems with the scope of policy and procedure, referring exception cases to supervisor.
• Comply with applicable regulations pertaining to the position such as Truth in Savings.
• Determine cross-sell opportunities and sell other Credit Union products to the member when appropriate.
• Compliance with Bank Secrecy Act, OFAC and USA Patriot Act including Customer Identification Program for new members, accurate completion of new account activity profile, reporting suspicious activity to supervisor.
• Perform other related duties as assigned or requested.

Requirements

Knowledge/Skills/Experience

• Experience with specialized products, service, regulatory and sales training preferred.
• One year teller experience.
• Good communication and organizational skills.
• Proficient computer skills and working knowledge of MS Office.

Education/Certifications/Licenses

• High school diploma or equivalent

Physical Demands / Conditions Required

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

DIRECT REPORTS / SUPERVISION

• No Direct Reports/Supervision