Member Service Representative I (MSR I) at Naveo Credit Union

Somerville, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jun, 26

Salary

19.9

Posted On

24 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Transaction Services, Account Opening, Cross Selling, Loan Application Assistance, Underwriting, Cash Handling, Regulatory Compliance, Time Management, Judgment, Prioritization, Microsoft Office, Outlook

Industry

Banking

Description

Description Reports To Branch Manager Job Overview Naveo is a not-for-profit financial institution (with locations in Somerville and Cambridge) focused on serving our members as partners, guiding them towards their financial goals. We embrace their personalities, cultures, and ambitions, tailoring our services to fit their needs and creating a financial plan that matches up with their current and future goals. At Naveo, it’s your journey. We are seeking a FULL TIME (30+ hours) Member Service Representative to serve as a liaison between our members and the Credit Union. You’ll be responsible for providing account information and managing the financial needs of our members in a professional, timely and warm manner, executing a variety of transaction services to members. Responsibilities and Duties · Perform member transactions including deposits, withdrawals, loan payments, check cashing, issuing money orders and official checks, and initiating wire transfers. · Respond to all inquiries and requests from members in person or via email/telephone, including deposit/loan account inquiries, ATM/Debit card and iBanking questions and requests. · Open new accounts for members including Savings, Checking, Certificates of Deposit (CD), and Individual Retirement Accounts (IRA). · Cross sell and refer Credit Union products and services as outlined in the Sales Program. · Assist members with the consumer loan application and closing process. May be required to underwrite consumer loans as needed. · Balance ATM, Vault, Coinstream, cash recyclers, and other branch duties. · Comply with all State and Federal Regulations including the Bank Secrecy Act (BSA), Fair and Accurate Credit Transactions Act (FACTA), Gramm–Leach–Bliley Act (GLBA), and Reg E (Electronic Fund Transfers). · Attend training sessions and department meetings as needed. · Assist with the opening and closing of the Branch. Qualifications · Bachelor's degree preferred. · Three (3) or more years of operations and banking experience preferred. Demonstrated ability to lead, motivate, and influence others. · Effective time management skills. Ability to exercise good judgment and ability to prioritize multiple demands. · Bilingual in Portuguese a plus! · Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. · Knowledge of Microsoft Office and Outlook Compensation disclosure: Pay within the range posted will be commensurate with the applicant's experience and qualifications for the role, $18.07 - $19.90/hr. About Naveo Credit Union Our team is made up of experienced and dedicated employees seeking to make an impact in the communities we serve by supporting our local economy, small businesses and community organizations. Interested in bringing value to our members and neighbors? Seeking to develop your skills? You might be a fit for one of our openings. Naveo Credit Union, formerly Cambridge Portuguese Credit Union, was incorporated in 1928 by members of the Portuguese-American community as a place for their community to grow their savings with confidence and borrow money at low rates. In 2014, we changed our name to Naveo Credit Union to complement the changing demographics of the area -- we welcome everyone in the community to become a member. We are socially responsible, supporting local non-profit organizations that serve our membership. Naveo is an equal opportunity employer that values diversity. We do not discriminate based on perceived or actual race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, or status as an individual with a disability. Naveo is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment and activities.

Responsibilities

The Member Service Representative acts as a liaison between members and the Credit Union, managing financial needs by executing various transactions like deposits, withdrawals, and loan payments. Key duties also involve opening new accounts, cross-selling products, and assisting with consumer loan applications.