This job is closed

We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.

Digital Federal Credit Union - Franklin, MA

posted 21 days ago

Full-time - Entry Level
Franklin, 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, providing service excellence, and helping members achieve their financial goals. The role involves building rapport with new and existing members, educating them about DCU's products and services, and cross-selling appropriate offerings to meet assigned sales goals. You will also be responsible for processing teller transactions, conducting audits, and adhering to all policies and procedures to ensure compliance and minimize risk exposure.

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 self-service options.
  • Conduct Notary Public services as needed.
  • Utilize established guidelines to obtain Lending Authority and process loan requests.
  • Confirm all conditions have been met and verify the integrity of documents prior to conducting loan closings.
  • Accurately process teller transactions and assist with end-of-day balancing, Instant Issuance, and ATM balancing.
  • 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 other DCU areas such as other branches, the Information Center, or support departments as needed.
  • 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
  • Verbal Communication skills
  • Technical skills (Word, Excel, Email)
  • Bilingual skills a plus
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service