What are the responsibilities and job description for the Member Service Representative, Leominster, On-site, Full-Time Starting at $20.75 position at DCU Opportunities?
Schedule: Mon - Fri 8:30 – 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 – 3:30 (40 hours)
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.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Job Competencies:
- Flexibility
- Interpersonal
- Adaptability
- Dependability
- Multi-Tasking
- Sales-oriented
Education and Experience Requirements:
- High School diploma or equivalent
- 1-3 years related experience
Additional Eligibility Requirements:
- Verbal Communication skills
- Technical skills (Word, Excel, Email)
- Bilingual skills a plus
Supervisory Responsibility:
This position has no supervisory responsibilities.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools or controls and to reach with hands and arms.
Travel:
Occasional coverage in other business areas may be required.
Service Excellence: The DCU Way:
All employees are expected to provide service excellence the “DCU Way” through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of DCU’s culture:
- People come first
- Do the right thing
- Make a difference
Bank Secrecy Act (BSA):
All Credit Union employees are required to complete all BSA related training annually and maintain knowledge of current BSA policies, specifically those related to functions performed within the department and identify and report possible suspicious activity.
We are proud to be an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities