Financial Services Representative (Waltham, MA)
$54,662,400–$59,508,800 year
On-siteWaltham, Massachusetts, United States
Job Summary
Deliver accurate in-person and digital financial services while assisting with loan processing and deepening member relationships through personalized product recommendations. Originates and closes all loan types via direct contact, telephone, mail, and fax applications, ensuring compliance with state and federal regulations. Perform sales and service activities to meet quarterly goals, handle account openings and closures, and manage ATM/debit card issuance. Assist the call center with member issue resolution, cross-train on teller line functions for backup support, and fill in at other branches as requested. Maintain working knowledge of all Credit Union products, electronic delivery channels, and Bank Secrecy Act policies.
Required Qualifications
- Minimum of high school diploma or equivalent
- Minimum of two years Customer Service experience preferably in a financial institution
- Strong interpersonal, written/verbal communication and organization skills
- Demonstrated ability to deal effectively with members and staff
- Experience with personal computers in a windows environment including Outlook, Excel and Word
- Flexibility of work hours and proven reliability/dependability
- Ability to handle multiple tasks effectively and accurately
- Excellent cross-selling and problem solving skills
- Professional and positive attitude and image to all of our members, at all times
- Eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS)
- Maintain registration with NMLS as a registered Mortgage Loan Originator (MLO)
Desired Qualifications
- Associates degree
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