Regional Member Specialist (Lawrence) jobs in United States
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Metro Credit Union · 8 hours ago

Regional Member Specialist (Lawrence)

Metro Credit Union is the largest state-chartered credit union in Massachusetts, providing a full range of financial products to over 200,000 members. They are seeking a Regional Member Specialist to provide float coverage for various job functions in member service and back-end support, guiding members through financial transactions and resolving their needs.

BankingFinancial ServicesNon Profit

Responsibilities

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
Assist with secondary support duties via phone support for the Universal Service Center and answering Secure Messages
Identify financial needs of new and existing members while providing exemplary service and instilling a strong business relationship
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
Contribute to sales goals; make effective referrals to Retail partners
Resolve member escalations by determining cause of the problem, selecting, and explaining the best solution, expediting correction/adjustment, and following up to ensure resolution meets the members needs
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
Provide as needed supervisory support to branch staff in the absence of a dedicated Branch Supervisor when assigned to a branch location. This includes open and closing of branch locations, providing transaction approvals to other staff members, handling staffing issues and addressing member escalations

Qualification

Customer ServiceFinancial TransactionsProblem ResolutionSales InitiativesSupervisory SupportConfidentiality

Required

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
Assist with secondary support duties via phone support for the Universal Service Center and answering Secure Messages
Identify financial needs of new and existing members while providing exemplary service and instilling a strong business relationship
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
Contribute to sales goals; make effective referrals to Retail partners
Resolve member escalations by determining cause of the problem, selecting, and explaining the best solution, expediting correction/adjustment, and following up to ensure resolution meets the members needs
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
Provide as needed supervisory support to branch staff in the absence of a dedicated Branch Supervisor when assigned to a branch location. This includes open and closing of branch locations, providing transaction approvals to other staff members, handling staffing issues and addressing member escalations
All retail positions located within our branches do not offer remote work arrangements and require initial training on-site in our Chelsea location

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)

Company

Metro Credit Union

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Metro Credit Union is a banking and financial service provider company.

Funding

Current Stage
Growth Stage

Leadership Team

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Robert Cashman
Chief Executive Officer
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Company data provided by crunchbase