Financial Services Representative (Methuen, MA)

BrightBridge Credit Union • Methuen, MA

2h • $26 - $29 • Onsite

About The Position

BrightBridge is seeking a Financial Services Representative to serve members in the Methuen, Massachusetts area, with travel to other branches as needed. The role delivers accurate, complete, and comprehensive in-person and digital service, assists with loan processing, and deepens member relationships through personalized support and product recommendations. The position is full-time and includes serving members through branch, telephone, mail, fax, and digital channels.

Requirements

• High school diploma or equivalent.
• At least two years of customer service experience, preferably in a financial institution.
• 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 proven 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 Mortgage Loan Originator (MLO).

Nice To Haves

• Associate degree.
• Bilingual Spanish-speaking ability.

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 deepening relationships through additional product and service recommendations.
• 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 loan types through direct member contact and telephone, mail, and fax applications; prepare approved loan documents, verify approval conditions and required documentation, and disburse loans.
• Apply knowledge of applicable state and federal regulations and laws in loan processing.
• Perform ATM and debit card issuance, reissuance, and system maintenance duties.
• Promote, refer, and sell additional third-party products as determined by the Credit Union.
• Function as a Membership Officer in the branch, as 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 deemed necessary by the Branch Manager.
• Assist the Call Center with resolving member issues on a daily basis.
• Follow the Credit Union’s Bank Secrecy Act policy and procedures.
• Fill in 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.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED