Digital Federal Credit Union - Chelmsford, MA

posted 11 days ago

Full-time - Entry Level
Chelmsford, MA
1,001-5,000 employees
Credit Intermediation and Related Activities

About the position

As a member of DCU, you will contribute to the organization's Success Sharing and business goals by identifying members' needs and providing service excellence. Your role will involve accurately processing all transactions and helping members achieve their financial goals. This position requires travel as you will provide float coverage at various branch locations in Massachusetts and New Hampshire based on staffing needs.

Responsibilities

  • Identify the financial needs of new and existing members by building rapport and establishing strong business relationships.
  • Educate and cross-sell appropriate products and services, make qualified referrals, and achieve assigned sales goals.
  • Understand and explain all DCU products and services, open new memberships, accounts, and loans utilizing established guidelines, and promote self-service options.
  • Prepare Signature Guarantee requests and conduct Notary Public services.
  • Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met, and verify the integrity of the documents prior to conducting loan closings.
  • Be cross-trained as a teller and accurately process both teller and MSR transactions, assist with end-of-day balancing, Instant Issuance, and ATM balancing if applicable.
  • Conduct audits of all membership applications, account maintenance forms, new account applications, and completed loan files.
  • Adhere to all DCU policies and procedures, including security compliance and guidelines to limit risk exposure to fraud and losses.
  • Provide coverage in all other DCU branches and may be asked to cover other areas such as the Information Center or support departments.
  • Continuously identify and submit efficiency and process improvement ideas.
  • Perform other job-related duties as assigned.

Requirements

  • High School diploma or equivalent
  • 1-3 years related experience
  • Excellent written and verbal communication skills
  • Consistent attention to detail
  • Strong technical skills (Word, Excel, Email)

Nice-to-haves

  • Bilingual skills a plus

Benefits

  • Excellent work-life balance
  • Diversity, inclusion, and equity initiatives
  • Equal opportunity employer
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