Regional Member Specialist: Travel Across Branches

Metro Credit Union; Burlington (MA); On-site; USD 68,880,000 - 87,337,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

Retirement savings

Paid time off

Learning opportunities

Wellness resources

Job summary

Metro Credit Union in Massachusetts seeks a Burlington-based Regional Member Specialist to deliver a high-quality member experience across multiple locations. You will support branch operations and assist with opening, closing, and transactions while traveling between branches as needed.

Ideal candidates have retail banking or customer service experience, strong relationship-building skills, and a proactive, detail-oriented approach.

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

Interpersonal skills

Attention to detail

Teamwork

Education

High school diploma or equivalent

Job description

Metro Credit Union in Massachusetts seeks a Burlington-based Regional Member Specialist to deliver a high-quality member experience across multiple locations. You will support branch operations and assist with opening, closing, and transactions while traveling between branches as needed.

Ideal candidates have retail banking or customer service experience, strong relationship-building skills, and a proactive, detail-oriented approach.