Universal Banker

Ascendo Resources; Boston (MA); On-site; USD 60,000 - 70,000; Full time

Job summary

An established industry player is seeking a Member Service Representative to deliver outstanding customer service and financial solutions. This role involves assisting clients with banking transactions, account inquiries, and product recommendations while ensuring compliance with regulations. You will greet members, process transactions, and educate them on digital banking services. If you have a passion for helping others and experience in customer service or banking, this is an exciting opportunity to make a difference in clients' financial well-being. Join a dynamic team where your contributions will be valued and recognized!

Qualifications

• 2+ years of experience in customer service or banking preferred.
• High school diploma required; degree in related field is a plus.

Responsibilities

• Provide exceptional customer service and assist with banking transactions.
• Educate members on digital banking services and recommend products.

Skills

Customer Service

Banking Transactions

Product Recommendations

Compliance Knowledge

Cross-Selling

Education

High School Diploma

Associate’s Degree in Business

Bachelor’s Degree in Finance

Job description

This range is provided by Ascendo Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $70,000.00/yr

Additional compensation types

Annual Bonus

Member Service Representative (MSR) plays a crucial role in providing exceptional customer service and financial solutions to clients. This position is responsible for assisting members with banking transactions, account inquiries, and product recommendations while ensuring compliance with banking regulations and policies.

Key Responsibilities:

1. Greet members in a professional and friendly manner, ensuring a positive banking experience.
2. Process financial transactions, including deposits, withdrawals, transfers, and loan payments efficiently and accurately.
3. Assist members with opening and closing accounts, issuing debit/credit cards, and resolving account inquiries.
4. Identify customer needs and recommend suitable banking products and services, such as savings accounts, loans, and investment options.
5. Proactively cross-sell and refer customers to appropriate departments (e.g., lending, investments) to enhance financial well-being.
6. Educate members on digital banking services, including mobile apps and online banking.
7. Ensure all transactions and procedures comply with federal regulations and internal policies.
8. Maintain confidentiality and safeguard member information.
9. Identify and report any suspicious activities related to fraud or security risks.
10. Maintain accurate records of transactions and documentation.
11. Assist with branch operational tasks, including balancing cash drawers and ATM management.
12. Participate in training and professional development programs to stay updated on banking regulations and best practices.

Qualifications & Requirements:

1. High school diploma or equivalent (Associate’s or Bachelor’s degree in Business, Finance, or related field preferred).
2. 2 years of experience in customer service, banking, or financial services preferred.

Seniority level

Associate

Employment type

Full-time

Job function

Finance and Customer Service

Industries

Banking and Financial Services