Member Service Representative, Andover, Full-Time, Onsite

DCU•Andover, MA

1d•Onsite

About The Position

The Member Service Representative contributes to DCU's Success Sharing and business goals by identifying members' needs, providing service excellence, and helping members achieve their financial goals. This role involves building rapport with new and existing members, educating them on DCU products and services, and achieving assigned sales goals. Key functions include opening new memberships, accounts, and loans, processing loan requests, conducting teller transactions, and ensuring adherence to all DCU policies and procedures.

Requirements

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

Nice To Haves

Bilingual skills

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.