Member Service Representative, Burlington, Full-Time, Onsite

Digital Federal Credit Union Burlington , MA 01803

Posted 3 weeks ago

Schedule

Mon - Fri 8:30 - 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 - 3:30 (40 hours)

What You'll Do

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.

What You'll Need

  • High School diploma or equivalent

  • 1-3 years related experience

  • Verbal Communication skills

  • Technical skills (Word, Excel, Email)

  • Bilingual skills a plus

What We Do

DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.

We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.

#INDHI


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Member Service Representative, Burlington, Full-Time, Onsite

Digital Federal Credit Union