Relationship Banker: Loans & Member Experience

BrightBridge Credit Union; Brookline (MA); On-site; USD 42,000 - 60,000; Full time

Job summary

BrightBridge Credit Union in Brookline, MA is hiring a Universal Banker to deliver exceptional member service across deposits, loan payments, and related transactions. You will build lasting member relationships, uncover needs, and guide clients to suitable credit union products.

The role focuses on sales and service, loan origination, and cross-selling while maintaining compliance and product knowledge. A collaborative team environment and ongoing training are offered.

Qualifications

• High school diploma or equivalent required.
• One year teller experience preferred.
• Excellent cross-selling and problem solving skills.
• Must be eligible for NMLS and maintain MLO registration.
• Valid driver’s license required.
• Bilingual preferred.

Responsibilities

• Processes deposits, withdrawals, loan payments, payroll adjustments, bank checks, gift cards, VISA cash advances, IRA deposits/withdrawals per policy.
• Meet quarterly goals while delivering an exceptional member experience and growing product usage.
• Originate and close all loan types through direct member contact and applications; ensure funding and compliance.
• Balance cash drawer and settle daily activities per policy.
• Answer phones and direct callers to appropriate departments.
• Assist openings/closings and promote additional products; support ATM balancing and security.

Skills

Customer service

Cross-selling

Problem solving

Communication

Data entry

Microsoft Office

Education

High school diploma

Job description

BrightBridge Credit Union in Brookline, MA is hiring a Universal Banker to deliver exceptional member service across deposits, loan payments, and related transactions. You will build lasting member relationships, uncover needs, and guide clients to suitable credit union products.

The role focuses on sales and service, loan origination, and cross-selling while maintaining compliance and product knowledge. A collaborative team environment and ongoing training are offered.