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DI

Member Service Representative, Franklin, MA, Part Time, Onsite

Digital Federal Credit Union
United Statesfull_timeVerifiedPosted 13 Jun 2024

About the role

Schedule

Monday 11:30-5:30, Thursday 2:30-7:30, Friday 10:30-7:30, and Saturday 8:30-3:30 (25.5 hrs)

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 #LI-ONSITE

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Company

Digital Federal Credit Union

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