Lead Member Service Representative at Jeanne D Arc Credit Union

Methuen, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Jul, 26

Salary

36.86

Posted On

07 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member service, Operational leadership, Vault balancing, Cash management, Account opening, Loan processing, Wire transfers, Workflow coordination, De-escalation, Problem-solving, Financial literacy, Compliance, Training, Relationship building, NMLS registration

Industry

Financial Services

Description

Join Our Team and Make an Impact! At Jeanne D’Arc Credit Union, we don’t just offer jobs—we build careers. With competitive pay, outstanding benefits, a supportive team environment, and endless growth opportunities, you’ll have everything you need to thrive. We take pride in our team, who go above and beyond to deliver exceptional service and offer smart financial solutions to our members. If you’re looking for a rewarding role where you can make a difference in helping people and giving back to the community, we’d love to have you on board! Now Hiring: Lead Member Service Representative As a Lead Member Service Representative, you’ll work under the leadership of the Assistant Branch Manager to serve as a primary resource for Member Service Representatives. The Lead Member Service Representative is a senior-level operational leader within the branch. In addition to performing advanced member transactions and relationship-building activities, the Lead MSR supports branch leadership with daily operational oversight, opening and closing responsibilities, vault balancing, and workflow coordination. The Lead MSR provides direction and peer guidance during daily operations but does not have formal performance management authority (no interviewing, performance evaluations, or corrective action administration). Essential Functions & Responsibilities: * Greets members and provides relevant information regarding transactions, products, and services, and takes responsibility for fulfilling member financial service requests. These include but are not limited to – personal and business account opening, access services, maintenance, loan applications and funding, and IRA transactions. Maintains increased signing authority on negotiable instruments and adheres to all branch processes, procedures, policies, and compliance regulations. * Opens complex accounts including all IRA, business, and fiduciary (trusts, estates, etc.) accounts. Initiates domestic and international wire transfers. Takes applications and closes home equity loans and lines of credit. * Assists with branch opening and closing procedures, ensuring security protocols, system readiness, and operational preparedness are followed. Supports dual control procedures and ensures branch security standards are maintained. Able to oversee the branch in the absence of a manager. * Balances and verifies vault cash under dual control. Assists with managing branch cash levels, performs individual settlement procedures, balances MSR cash drawers and daily transactions, and assists with branch balancing. * Provides daily workflow coordination and operational guidance to MSRs to ensure service standards, compliance, and efficiency are maintained. Escalates operational or performance concerns to the Assistant Branch Manager or Branch Officer as appropriate * Ability to deescalate challenging member situations by problem-solving and exercising sound judgment and decision-making skills while working toward appropriate member-focused solutions. * Effectively and thoroughly communicates with members, co-workers, and vendors, demonstrating a high degree of knowledge, confidentiality, discretion and the capacity to maintain workload consisting of varying activities and priorities. * Actively engages in the relationship-building process of educating and referring credit union products and services. * Demonstrates a commitment to learning and thoroughly understanding all credit union deposit and loan products/services, including home equity products. * Serves as a role model and assists with training and onboarding new MSR hires. Reinforces service expectations and operational standards through daily example. * Remain vigilant and aware of surroundings, reports any unusual or suspicious behaviors, activity, or inconsistencies. * Performs individual settlement procedures and balances MSR cash drawer, daily transactions and assists with branch balancing. * Stands out amongst his/her peers as a consummate professional and leader, while creating an inclusive work environment and training all incoming new MSR hires * Apply appropriate overrides within guidelines * Other duties as assigned Knowledge & Skills: Experience: 3+ years related financial industry experience preferred. Education: High School Diploma or GED, NMLS registration required Interpersonal Skills: Personable and courteous; member-focused, patient, confident, and composed. Strong active listening skills with positive body language and tone. Accountable and self-motivated. Demonstrates the ability to act as a peer leader within a professional team environment. Detail-oriented, organized, and dependable. Other Skills: Dependable and punctual. Basic financial literacy. Ability to understand and communicate products, services, and regulations to members and employees. Proficiency in computer skills and ability to learn the current core system and other related software. Strong judgment and risk awareness. Your contributions will help our members achieve their financial goals while advancing your career in a dynamic and supportive environment. Are you ready to grow with us? Apply today!

Responsibilities

The Lead Member Service Representative provides operational leadership and guidance to branch staff while performing advanced member transactions. They are responsible for vault balancing, workflow coordination, and ensuring compliance with branch security and service standards.