Sales & Service Representative Lynn Branch

Metro Credit Union; Lynn, Augusta (MA, ME); On-site; USD 35,000 - 55,000; Full time

Job summary

Ein etabliertes Unternehmen sucht einen Sales & Service Representative, um das Team in Lynn zu unterstützen. In dieser Rolle bieten Sie wertvolle Finanzberatung und helfen Mitgliedern, die besten Produkte zu finden. Sie werden in einem dynamischen Umfeld arbeiten, das Ihnen die Möglichkeit bietet, Ihre Fähigkeiten zu entwickeln und zu wachsen. Mit einem starken Fokus auf Kundenservice und Teamarbeit sind Sie ein wichtiger Teil der Gemeinschaft. Genießen Sie umfassende Vorteile, einschließlich Gesundheitsversorgung, 401(k)-Plänen und Schulungsprogrammen, während Sie in einer stabilen und wachsenden Organisation arbeiten.

Benefits

Gesundheits-, Zahn- und Augenversicherung

401(k) mit Matching

Wellness-Anreize

Schulungsprogramme

Rabatte auf Haustierversicherung

Flexible Ausgabenrechnung

Zugang zu zinslosen Krediten

Jährlicher Erhaltungsbonus

Qualifications

• Mindestens 1 Jahr Erfahrung im Bankwesen bevorzugt.
• Ausgezeichnete Kommunikationsfähigkeiten und Kundenorientierung.

Responsibilities

• Verarbeitung von Transaktionen wie Einzahlungen und Abhebungen.
• Beratung von Mitgliedern zu Finanzprodukten und -dienstleistungen.
• Beitrag zu Verkaufszielen und Durchführung von Verkaufsprogrammen.

Skills

Kommunikationsfähigkeiten

Aufmerksamkeit für Details

Verkaufskompetenzen

Kenntnisse in Finanzdienstleistungen

Computerkenntnisse

Education

High School Diplom oder gleichwertig

Tools

Bürogeräte

Job description

475 Western Ave, Lynn, MA 01904, USA Req #526

Friday, May 9, 2025

Come join our amazing Lynn branch team! Located at 475 Western Avenue, you’ll find a wonderful work community and a place to develop your career. We offer competitive payrates, comprehensive benefits, and great growth potential.

All branch employees are scheduled weekly to ensure branch hours are properly staffed: Monday - Wednesday 9:00 AM - 5:00 PM; Thursday - Friday 9:00 AM - 6:00 PM; Saturday 9:00 AM - 1:00 PM

You'll be scheduled forSaturday hours on a rotating basis.

The Sales & Service Representative (SSR) assists in the daily operation of the branch including keyholder responsibilities to open/close the branch. The SSR serves as a financial consultant to new and existing Members by providing information about Metro’s products and services, assists and advises Members in determining which products and services best meet their needs, opens Member accounts and provides problem resolution. SSRs participate in sales and service programs and contribute to branch sales goals, providing referrals to retail partners as appropriate. As a representative of the Metro brand, you’ll adhere to Metro’s policies, procedures and regulations in providing excellent, quality service to members, co-workers, and management.

Core Responsibilities :

• Process a variety of transactions including check cashing, deposits/withdrawals, loan payments and payoffs, official checks and money orders, cash advances, etc.
• Balance work on a daily basis and stay within defined balancing guidelines.
• Provide information relative to Metro Credit Union policies and procedures to new and existing members.
• Perform needs assessment to determine the best financial solution or product for members.
• Verify all account opening requirements have been met, including obtaining all applicable security clearances, required signatures, and paperwork.
• Conduct consumer loan interviews; aid members in completion of loan applications including verifying identification, obtaining required signatures, and ensuring approval conditions are met. Communicate status of loan applications to members.
• Contribute to sales and referral programs including branch sales goals. Cross sell products by answering inquiries and informing members of new services and product promotions. Make effective referrals to retail partners.
• Resolve service problems and complaints by determining root cause, selecting, and explaining the best solution, expediting correction or adjustment, and following up to ensure resolution.
• Maintain member confidence and protect bank operations by keeping member information confidential.
• Train on additional secondary skills such as outbound collection calls, processing loans, answering calls from the call center.

Requirements :

• Education and Experience
• High school diploma or equivalent
• Minimum of 1 year of banking experience preferred
• Skills and Traits
• Excellent communication skills with a demonstrated ability to focus on the customer
• Ability to perform work with accuracy and attention to detail
• Previous financial services and sales skills preferred
• General knowledge of computer software, data input, and Windows-based applications
• Dependable, responsible, and a commitment to excellence
• Ability to use office equipment (calculators, ATMs, cash dispensers, coin counters, etc.) and lift teller drawers and bags of coins that can weigh up to 50 pounds

Why Join our team :

• Health, Dental, and Vision coverage for employees working minimum of 20 hours/week; Metro provides assistance toward premiums and copays
• Sales Incentives; annual retention bonus vesting program
• 401(k) with matching plan & safe harbor plan – allowing every employee to save for retirement. Metro contributes 3% regardless of employee’s contribution
• Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Health Savings Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D) ; access to no-interest loans; $150/Quarter reimbursements for wellness and lifestyle expenses
• Discounts on Pet Insurance
• Strong growth opportunities with development plans and position-related or job-related tuition assistance to help you attain your long-term career goals
• Growing, dynamic environment - no day is ever the same and join an exceptional team of co-workers
• Exceptional training program (classroom, on-the-job, and mentoring)
• Stable and growing organization

All retail positions located within our branches do not offer remote work arrangements and require initial training on-site in our Chelsea - Revere Beach Parkway location.

About Metro Credit Union: Established in 1926, Metro has grown to be the largest state-chartered Credit Union in Massachusetts with 18 branches, 220,000 Members and $3.4B in assets. Our focus has always been helping local people, businesses and non-profit organizations reach their goals. Our perspective is unique because it is local and hyper-focused on the specific needs of our local communities. We are a high performing, financially sound, not-for-profit, financial cooperative, owned by and operated for our Members. Our commitment is to provide quality banking solutions that support the economic vitality of the individuals and businesses within the markets we serve. This commitment strengthens local communities, creating a positive impact on people's lives.