Newton Branch - Regional Member Specialist

Metro Credit Union
Any Location, MA
Category Customer Service
Job Description
Provide float branch coverage for various job functions in both front-end member service and secondary back-end support services. Guide members through a variety of financial transactions and provide new and existing members with information about Metro’s offerings, provide banking assistance and advice in determining which products and services best meet member needs, open member accounts, and provide problem resolution. Participate in sales initiatives and service programs to meet both branch and credit union goals.

Requirements

  • Provide float coverage to assigned Region’s branches by assisting with day-to-day operations, open and closing of branch locations, teller and member service support
  • Accurately complete all account opening requirements, teller transactions, and end of day branch balancing, as assigned
  • Conduct consumer loan interviews; aid members in the completion of loan applications including verifying identification, obtaining required signatures, and ensuring that approval conditions are met
  • Comply with all Metro policies and standard operating procedures (“SOPs”), with particular attention to Office of Foreign Assets Control (“OFAC”) and security transactions, and Bank Secrecy Act (“BSA”)
  • Maintain confidentiality of member information and bank operations

Benefits

  • Comprehensive Benefits
  • Sales Incentives; annual retention bonus vesting program
  • Three weeks paid vacation; 11 paid holidays
  • 401(k) with matching plan & safe harbor plan – allowing every employee to save for retirement. Metro contributes 3% regardless of employee’s contribution
  • Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Health Savings Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D); access to no-interest loans;
  • $150/Quarter reimbursements for wellness and lifestyle expenses
  • Discounts on Pet Insurance
  • Strong growth opportunities with development plans and position-related or job-related tuition assistance to help you attain your long-term career goals
  • Exceptional training program (classroom, on-the-job, and mentoring)
  • Stable and growing organization
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