Member Service Representative - Personal Banker, Leominster, Full-Time
Company: Digital Federal Credit Union
Posted on: November 20, 2022
Schedule: Mon - Fri 8:30 - 5:30, alt. Thurs/Fridays 10:30-7:30,
alt Saturdays 8:30 - 3:30
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 demonstrate electronic delivery systems.
- Utilize established guidelines to obtain Lending Authority,
process loan requests, confirm all conditions have been met and
verify the integrity of the documents prior to conducting loan
closings. Obtain Mortgage Loan Originator (MLO) authority through
the nationwide mortgage licensing system (NMLS) and originate
mortgages, as well as obtain Notary Public certification.
- Accurately process teller transactions, assist with end of day
balancing, Instant Issuance and ATM balancing.
- Conducts audits of all membership applications, account
maintenance forms, new account applications and completed loan
- Adhere to all DCU policies and procedures, which include
security compliance and following guidelines intended to limit risk
exposure to fraud and losses.
- May be asked to provide coverage in other DCU areas such as
other branches, the Information Center or support departments.
- Continuously identify and submit efficiency and process
- Perform other job-related duties as assigned.
Please note this job description is not designed to cover or
contain a comprehensive listing of activities, duties or
responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with
or without notice.
Education and Experience Requirements:
- High School diploma or equivalent
- 1-3 years related experience
Additional Eligibility Requirements:
- Verbal Communication skills
- Technical skills (Word, Excel, Email)
- Bilingual skills a plus
This position has no supervisory responsibilities.
This job operates in a professional office environment. This role
routinely uses standard office equipment such as computers, phones,
photocopier/scanner, filing cabinets, and fax machines.
The physical demands described here are representative of those
that must be met by an employee to successfully perform the
essential functions of this job. This is a largely sedentary role.
While performing the duties of this job, the employee is regularly
required to stand, talk, hear, and use hands and fingers to handle,
feel or operate objects, tools or controls and to reach with hands
Occasional coverage in other business areas may be required.
Service Excellence: The DCU Way:
All employees are expected to provide service excellence the "DCU
Way" through teamwork and by providing quality service to internal
and external members, incorporating the Guiding Principles of DCU's
- People come first
- Do the right thing
- Make a difference
Bank Secrecy Act (BSA):
All Credit Union employees are required to complete all BSA related
training annually and maintain knowledge of current BSA policies,
specifically those related to functions performed within the
department and identify and report possible suspicious
We are proud to be an EEO/AA employer M/F/D/V.
#personal banker, customer service representative
Keywords: Digital Federal Credit Union, Leominster , Member Service Representative - Personal Banker, Leominster, Full-Time, Other , Leominster, Massachusetts
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