JobMesh

Float Member Service Representative, Marlboro, MA and Nashua, NH Area, Full-Time, Onsite

Digital Federal Credit Union · Chelmsford, Massachusetts, US

Schedule Mon - Fri 8:30 – 5:30, alt.

Job description

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 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 condi...