Part- time openings: Sales & Service Agent

Metro Credit UnionChelsea, MA
236d

About The Position

We have a few part-time needs in our growing Member Service Center! We are adding to our incredible team with 20 hour/week opportunities which help staffing during peak service times. The scheduled hours would be 11am - 3pm, averaging 20 hours/week. As a Sales & Service Agent, you are responsible for delivering quality service on a range of operations and products. You are the face of Metro, representing the Credit Union in a positive manner while processing transactions accurately and efficiently. You will be trained and have references/resources to meet service levels and operational metrics to comply with established policies and procedures. You will identify cross-selling opportunities, recommending appropriate products and services to enhance the overall experience of our members.

Requirements

  • High school diploma or equivalent required.
  • Customer/member service experience with a sales focus strongly preferred.
  • Strong communication skills - verbal and written.
  • Ability to effectively present information over the telephone and email to members and other employees.
  • Superb attention to detail; ability to work with percentages and decimals with accuracy.
  • Working knowledge of loan documentation and consumer loan regulations preferred.
  • Experience and ability with computers, software - we will train on our specific software.

Responsibilities

  • Respond to member inquiries through various channels (telephone, chat, e-banking)
  • Account transactions: transfers; open and close accounts; account changes; correct errors.
  • Respond to ATM and Debit card inquiries and servicing requests (limits, hot carding, etc.)
  • Assist members with Home-Banking inquiries and servicing issues.
  • Resolve service problems and complaints by determining root cause, selecting and explaining best solution, and following up to ensure resolution
  • Balances transactions processed throughout the day on a daily basis and ensure within balancing guidelines.
  • Maintain member confidence and protect bank operations by properly authenticating members and keeping member information confidential.
  • Answer loan related questions, including escrow balance inquiries, titles, loan statuses, payoff quotes, and payment history.
  • Contribute to sales and referral programs including department sales goals.
  • Identify cross-sale opportunities where appropriate when answering inquiries; recommend products and services to enhance overall relationship between members and Metro; and inform members of new services and product promotions.
  • Make effective referrals to retail partners (i.e., mortgage lending, commercial lending, Metro Insurance Advisors, investment program).
  • Train on additional secondary skills and assist in other departments as required by the Universal Service program.
  • Participate in and strive to achieve assigned program goals.
  • Maintain a thorough knowledge of all credit union products by attending all training and informational meetings and incorporate the knowledge and skills into daily responsibilities.

Benefits

  • Health, Dental, and Vision coverage for employees working minimum of 20 hours/week; Metro provides assistance toward premiums and copays and provides 100% coverage on prescription copays.
  • All staff eligible for sales incentives and annual (vesting) retention bonus.
  • 3 weeks paid vacation per year (pro-rated based on hours worked); 11 paid holidays.
  • 401(k) with matching plan and Safe Harbor Plan - Metro contributes 3% regardless of your contribution.
  • Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D); access to no-interest loans; $150/Quarter reimbursements for wellness and lifestyle expenses.
  • Discounts on Pet Insurance.
  • Strong growth opportunities - attain your long-term career goals at Metro.
  • Individual Development Plans.
  • Position-related or job-related tuition assistance (1 year eligibility).
  • Superb in-house training programs.
  • Growing, dynamic environment with a strong culture and exceptional team of co-workers.

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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

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