Member Service Representative, PT - Westford, MA
Westford - Massachusetts (MA),
Jeanne D'Arc Credit Union
Demonstrates a broad understanding of deposit and consumer loan products and services and is able to perform various duties related to the efficient account opening, origination of consumer loans, and accurately & efficiently processing member data, under the general supervision of the Assistant Branch Manager. Builds member relationships with an emphasis on financial education, through knowledge and understanding of all credit union products & services. Quality of the work produced and level of productivity is within acceptable range for the department and corresponds to level of experience; adheres to established policies and procedures. Supports the Credit Union’s Core Values and Ultimate Goal along with the branch’s focus on service, quality, efficiency, and teamwork.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Actively engages in the relationship building process by identifying potential financial needs for members and makes appropriate referrals of products & services such as: savings, checking, credit/debit cards, internet/mobile banking, consumer loan products, etc.
- Educates and offers member Life and Disability insurance & GAP insurance protection on their loan
- Understands and maintains a working knowledge on all credit union deposit and loan products and can identify appropriate products to best meet member needs.
- Performs routine transactions such as account opening, originating consumer loan applications, basic deposit/loan transactions accurately and
High School Diploma or GED plus specialize coursework; 2-4 years of related experience; or equivalent combination of education and experience. Cash handling experience and ability to cross-sell credit union products are also required. Strong member relations and effective communication are essential.