Financial Services Representative (Haverhill)
$54,662–$59,530 year
On-site · Haverhill, Massachusetts, United States
Job Summary
Deliver in-person and digital service to members, originate and close all loan types via direct member contact, assist with loan processing, and deepen member relationships through personalized support and product recommendations. Responsibilities include maintaining knowledge of all products/services offered, meeting quarterly sales/service goals, assisting with online banking, bill pay, and mobile app usage, cross-training on teller functions, supporting Call Center issues, adhering to BSA policies, and traveling to other branches as needed to fulfill duties.
Required Qualifications
- Minimum of high school diploma or equivalent is required
- Minimum of two years Customer Service experience preferably in a financial institution
- Strong interpersonal, written/verbal communication and organization skills required
- Demonstrated ability to deal effectively with members and staff is essential
- Experience with personal computers in a windows environment including Outlook, Excel and Word
- Flexibility of work hours and proven reliability/dependability required
- Must be able to handle multiple tasks effectively and accurately
- Must have excellent cross-selling and problem solving skills
- Must possess a professional and positive attitude and image to all of our members, at all times
- 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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