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Metro Credit Union · 1 month ago

Peabody - Main Street Branch - Sales & Service Representative

Peabody, MA

Full-time

Onsite

Entry Level

$21.14/hr - $28.60/hr

1+ years exp

Metro Credit Union is the largest state-chartered credit union in Massachusetts, providing a full range of financial products to over 200,000 members. The Sales & Service Representative (SSR) plays a key role in the branch by assisting members with financial solutions, processing transactions, and contributing to sales goals while maintaining high service standards.

BankingFinancial ServicesNon Profit

Responsibilities

Process a variety of transactions including check cashing, deposits/withdrawals, loan payments and payoffs, official checks and money orders, cash advances, etc

Balance work on a daily basis and stay within defined balancing guidelines

Provide information relative to Metro Credit Union policies and procedures to new and existing members

Perform needs assessment to determine the best financial solution or product for members

Verify all account opening requirements have been met, including obtaining all applicable security clearances, required signatures, and paperwork

Conduct consumer loan interviews; aid members in completion of loan applications including verifying identification, obtaining required signatures, and ensuring approval conditions are met. Communicate status of loan applications to members

Contribute to sales and referral programs including branch sales goals. Cross sell products by answering inquiries and informing members of new services and product promotions. Make effective referrals to retail partners

Resolve service problems and complaints by determining root cause, selecting, and explaining the best solution, expediting correction or adjustment, and following up to ensure resolution

Maintain member confidence and protect bank operations by keeping member information confidential

Train on additional secondary skills such as outbound collection calls, processing loans, answering calls from the call center, and assist other departments as required by the Universal Service program. Participate in and strive to achieve assigned program goals

Qualification

Banking experienceFinancial services knowledgeSales skillsCommunication skillsAttention to detailComputer software knowledgeOffice equipment usageDependability

Required

High school diploma or equivalent

Excellent communication skills with a demonstrated ability to focus on the customer

Ability to perform work with accuracy and attention to detail

Dependable, responsible, and a commitment to excellence

Ability to use office equipment (calculators, ATMs, cash dispensers, coin counters, etc.) and lift teller drawers and bags of coins that can weigh up to 50 pounds

Preferred

Minimum of 1 year of banking experience preferred

Previous financial services and sales skills preferred

General knowledge of computer software, data input, and Windows-based applications

Benefits

Health, Dental, and Vision coverage for employees working minimum of 20 hours/week; Metro provides assistance toward premiums and copays

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