Regional Member Specialist (Lawrence)

Metro Credit Union•Lawrence, MA

12h•$23 - $30•Onsite

About The Position

Provide float branch coverage for various job functions in both front-end member service and secondary back-end support services. Cover member needs across a variety of delivery channels, such as face to face, over the phone, and online. Guide members through a variety of financial transactions and provide new and existing members with information about Metro’s offerings, provide banking assistance and advice in determining which products and services best meet member needs, open member accounts, and provide problem resolution. Participate in sales initiatives and service programs to meet both branch and credit union goals.

Responsibilities

Provide float coverage to assigned Region’s branches by assisting with day-to-day operations, open and closing of branch locations, teller and member service support
Assist with secondary support duties via phone support for the Universal Service Center and answering Secure Messages
Identify financial needs of new and existing members while providing exemplary service and instilling a strong business relationship
Accurately complete all account opening requirements, teller transactions, and end of day branch balancing, as assigned
Conduct consumer loan interviews; aid members in the completion of loan applications including verifying identification, obtaining required signatures, and ensuring that approval conditions are met
Contribute to sales goals; make effective referrals to Retail partners
Resolve member escalations by determining cause of the problem, selecting, and explaining the best solution, expediting correction/adjustment, and following up to ensure resolution meets the members needs
Comply with all Metro policies and standard operating procedures (“SOPs”), with particular attention to Office of Foreign Assets Control (“OFAC”) and security transactions, and Bank Secrecy Act (“BSA”)
Maintain confidentiality of member information and bank operations
Provide as needed supervisory support to branch staff in the absence of a dedicated Branch Supervisor when assigned to a branch location. This includes open and closing of branch locations, providing transaction approvals to other staff members, handling staffing issues and addressing member escalations

Benefits

Comprehensive Benefits: Health, Dental, and Vision coverage for employees working minimum of 20 hours/week; Metro provides assistance toward premiums and copays
Sales Incentives; annual retention bonus vesting program
Three weeks paid vacation; 11 paid holidays
401(k) with matching plan & safe harbor plan – allowing every employee to save for retirement. Metro contributes 3% regardless of employee’s contribution
Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Health Savings 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 with development plans and position-related or job-related tuition assistance to help you attain your long-term career goals
Growing, dynamic environment - no day is ever the same and join an exceptional team of co-workers
Exceptional training program (classroom, on-the-job, and mentoring)
Stable and growing organization