Financial Services Representative (Waltham, MA)
About The Position
BrightBridge is seeking a Financial Services Representative to serve members in Waltham, Massachusetts, with travel to other branches as needed. The role delivers accurate, complete, and comprehensive in-person and digital service, assists with loan processing, and builds member relationships through personalized support and product recommendations. The position includes sales and service activities, account opening and closing, loan origination and closing, support for digital banking, and backup assistance for teller functions. The representative may also serve as a Membership Officer in the branch when approved by the Board of Directors.
Requirements
- High school diploma or equivalent required.
- At least two years of customer service experience; experience in a financial institution is preferred.
- Strong interpersonal, written and verbal communication, and organizational skills.
- Ability to deal effectively with members and staff.
- Experience using personal computers in a Windows environment, including Outlook, Excel, and Word.
- Flexibility in work hours and demonstrated reliability and dependability.
- Ability to handle multiple tasks effectively and accurately.
- Excellent cross-selling and problem-solving skills.
- Professional and positive attitude and image when interacting with members.
- Eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and able to maintain registration as a registered Mortgage Loan Originator (MLO).
Nice To Haves
- Associate degree preferred.
- Customer service experience in a financial institution preferred.
- Spanish-speaking bilingual ability preferred.
Responsibilities
- Maintain working knowledge of Credit Union products and services, including periodic promotional offerings.
- Perform sales and service activities to meet assigned quarterly goals and provide an exceptional member experience, including identifying opportunities to deepen relationships through additional products and services.
- Remain open to coaching and strive for excellence in sales and service execution.
- Help members access and use electronic delivery channels, including online banking, bill pay, and the mobile application.
- Originate and close all types of loans through direct member contact and telephone, mail, or fax applications; use the loan processing system to prepare approved funding documents; confirm approval conditions are met; obtain required documentation; and disburse loans.
- Maintain knowledge of applicable state and federal laws and regulations related to loan activities.
- Handle ATM and debit card issuance, reissues, and system maintenance.
- Promote, refer, and sell additional third-party products as determined by the Credit Union.
- Serve as a Membership Officer in the branch when approved by the Board of Directors.
- Open and close all account types and complete required documentation.
- Cross-train on teller line functions and provide backup assistance when requested by the Branch Manager.
- Assist the Call Center with resolving member issues on a daily basis.
- Follow the Credit Union’s Bank Secrecy Act policies and procedures.
- Provide coverage at other branches as requested.
Benefits
- Ongoing training and career development opportunities.
- Competitive pay and benefits.
- Opportunity to grow with a supportive organization.
- Collaborative team culture.
- Opportunity to make a difference in the community.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
