Member Service Representative, Franklin MA, Part-Time, Onsite
About The Position
Summary/Objective: Contribute to DCU's Success Sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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.
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.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
