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We are looking for a dedicated Member Service Representative to join our team in Somerville, Massachusetts. In this Contract to permanent position, you will play a key role in delivering excellent customer service to credit union members while handling financial transactions and inquiries. This role is perfect for someone with a passion for assisting clients and ensuring accuracy in daily operations.
Job Responsibility:
Provide exceptional customer service to credit union members by addressing inquiries and resolving concerns
Process routine financial transactions such as deposits, withdrawals, and loan payments with precision
Open new accounts for both new and existing members, ensuring a seamless onboarding experience
Promote and cross-sell credit union services, including electronic banking options and debit cards
Accept loan applications, process requests, and disburse approved loans in compliance with policies
Handle cash transactions, maintain accurate balances, and perform vault teller responsibilities
Ensure adherence to federal and state banking regulations, including Bank Secrecy Act and Anti-Money Laundering requirements
Assist with debit card processing, including ordering cards, reviewing activity, and addressing member concerns
Support inventory management and perform duties related to retail sales operations as needed
Take on additional tasks as assigned to support team operations
Requirements:
Proven experience in customer service, preferably in a financial or retail setting
Strong cash handling skills with attention to detail and accuracy
Familiarity with banking regulations and compliance standards
Ability to promote and explain banking products and services effectively
Proficiency in processing financial transactions and account management
Excellent communication and interpersonal skills to engage with members professionally
Capability to handle sensitive financial data with confidentiality
High level of organizational skills and ability to multitask in a fast-paced environment
What we offer:
medical, vision, dental, and life and disability insurance