Financial Services Representative (Bridgewater)
$54,602–$59,554 year
On-site · Bridgewater, Massachusetts, United States
Job Summary
Financial Services Representative in Bridgewater, MA delivering in-person and digital service, assisting with loan processing, and deepening member relationships through personalized product recommendations. Responsibilities include maintaining knowledge of all credit-union products/services, meeting quarterly sales/service goals, coaching openness, handling online banking tools, originating and closing loan types via direct member contact, processing funding documents, promoting third-party products, serving as Membership Officer, handling account openings/closings, cross-training on teller functions, assisting Call Center with member issues, adhering to Bank Secrecy Act policies, and providing coverage at other branches.
Required Qualifications
- Minimum of high school diploma or equivalent is required
- Minimum of two years Customer Service experience preferably in a financial institution
- Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO)
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