Float Member Service Representative, Marlboro/Chelmsford, MA Area, Full-Time, Onsite

Schedule

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

What You’ll Do

Summary/Objective:

Contribute to DCU's Success Sharing and business goals by identifying members’ needs, providing service excellence, accurately processing all transactions, and helping members achieve their financial goals. Travel is required as float coverage will be provided at various MA and NH branch locations based on individual branch staffing needs.

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 promote self-service options. Prepare Signature Guarantee requests 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.
• Be cross trained as a teller and accurately process both teller and MSR transactions, assist with end of day balancing, Instant Issuance and ATM balancing if applicable.
• Periodically work as a teller to maintain knowledge and support the branch needs.
• Conduct 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.
• Provide coverage in all other DCU branches. May be asked to cover other areas such as the Information Center or support departments.
• Continuously identify and submit efficiency and process improvement ideas
• Perform other job-related duties as assigned.
• Continuously identify efficiencies and process improvements
• Adhere to all Credit Union policies, procedures, and training requirements.
• Perform other job-related duties as assigned.

What You’ll Need

Education and Experience Requirements:

• High School diploma or equivalent
• 1-3 years related experience
• Excellent written and verbal communication skills
• Consistent attention to detail
• Strong technical skills (Word, Excel, Email)

Additional Eligibility Requirements:

• 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.