Member Service Representative, Framingham, MA, Full-Time, Onsite

Digital Federal Credit Union • Framingham, MA

2d • $22 • Onsite

About The Position

Contribute to DCU's Success Sharing and business goals by identifying member's
needs, providing service excellence and helping members achieve their financial
goals.

Requirements

• High School diploma or equivalent
• 1-3 years related experience
• Verbal Communication skills
• Technical skills (Word, Excel, Email)

Nice To Haves

• Bilingual skills a plus

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 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.
• Accurately process teller transactions, assist with end of day balancing, Instant Issuance and ATM balancing.
• Conducts audits of all membership applications, account maintenance forms, new account applications and completed loan files
• Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
• May be asked to provide coverage in other DCU areas such as other branches, the Information Center or support departments.
• Continuously identify and submit efficiency and process improvement ideas
• Perform other job-related duties as assigned.

What This Job Offers

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