Financial Services Representative (Bridgewater, MA)

RESPONSIBILITIES:

1. Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.
2. Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
3. Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
4. Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
5. Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
6. Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
7. Promotes, refers and sells additional third party products as determined by the Credit Union.
8. Function as a Membership Officer in the Branch, as approved by the Board of Directors.
9. Handles opening and closing of all account types and completes all proper documentation.
10. Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.
11. Assists Call Center with resolution of member issues on a daily basis.
12. Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
13. Fills in at other branches as requested.

QUALIFICATIONS:

1. Minimum of high school diploma or equivalent is required.
2. Minimum of two years Customer Service experience preferably in a financial institution.
3. Strong interpersonal, written/verbal communication and organization skills required.
4. Demonstrated ability to deal effectively with members and staff is essential.
5. Experience with personal computers in a windows environment including Outlook, Excel and Word.
6. Flexibility of work hours and proven reliability/dependability required.
7. Must be able to handle multiple tasks effectively and accurately.
8. Must have excellent cross-selling and problem solving skills.
9. Must possess a professional and positive attitude and image to all of our members, at all times.
10. Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).