Regional Member Specialist - Mass Ave Branch

Looking to build a career in banking/credit unions? Join our premier services team of professionals who are cross-trained on all of our products and channels and jump-start your career with Metro! This is an exciting time to join this growing team – we seek eager, ambitious, service-oriented candidates who want to build their skill set, grow with our organization, and serve our Members with top-shelf service and communications.

This position is based in our Mass Ave branch and supports our Boston cluster of 5 branches: Mass Ave., Comm Ave., Dorchester, Newton, and West Roxbury.

Provide float branch coverage for various job functions in both front-end member service and secondary back-end support services. Cover member needs across a variety of delivery channels, such as face to face, over the phone, and online.

Guide members through a variety of financial transactions and provides new and existing Members with information about Metro’s offerings, provide banking assistance and advice in determining which products and services best meet member needs, open member accounts, and provide problem resolution. Participate in sales initiatives and service programs to meet both branch and credit union goals.

Core Responsibilities

• Provide float coverage to assigned Region’s branches by assisting with day-to-day operations, open and closing of branch locations, teller and member service support
• Assist with secondary support duties via phone support for the Universal Service Center and answering Secure Messages
• Identify financial needs of new and existing members while providing exemplary service and instilling a strong business relationship
• Accurately complete all account opening requirements, teller transactions, and end of day branch balancing, as assigned
• Conduct consumer loan interviews; aid members in the completion of loan applications including verifying identification, obtaining required signatures, and ensuring that approval conditions are met
• Contribute to sales goals; make effective referrals to Retail partners
• Resolve member escalations by determining cause of the problem, selecting, and explaining the best solution, expediting correction/adjustment, and following up to ensure resolution meets the members needs
• Comply with all Metro policies and standard operating procedures (“SOPs”), with particular attention to Office of Foreign Assets Control (“OFAC”) and security transactions, and Bank Secrecy Act (“BSA”)
• Maintain confidentiality of member information and bank operations
• Supervisory responsibilities: Provide as needed supervisory support to branch staff in the absence of a dedicated Branch Supervisor when assigned to a branch location. This includes open and closing of branch locations, providing transaction approvals to other staff members, handling staffing issues and addressing member escalations
  
  

Schedules And Regions

• Region 1 Branches: Boston – Comm Ave, Morrissey Blvd, Mass Ave, W. Roxbury; Newton; Framingham; Chelsea–Main; Chelsea-Broadway; Melrose
• Region 2 Branches: Burlington; Lawrence; Tewksbury; Reading; Salem; Medford; Lynn; Peabody–Main; Peabody-Andover St.
• Mileage will be reimbursed when working at branches other than your “home” branch at Mass Ave.
• All branch employees are scheduled weekly to ensure branch hours are properly staffed, covering Saturday hours on a rotating basis.
• All retail positions located within our branches do not offer remote work arrangements and require initial training on-site in our Chelsea location
  
  

Requirements

Education and Experience

• Bachelor’s degree and/or equivalent combination of education and work experience
• Prior banking or financial experience strongly preferred
• Skills and Traits
• Basic knowledge of computer software
• Flexibility and ability to establish rapport quickly with others
• Strong communication skills and service-oriented
• Attention to detail and accuracy with data input skills
• Ability to work in a fast-paced environment
  

Why Join Our Team

• Comprehensive Benefits:
• Health, Dental, and Vision coverage for employees working minimum of 20 hours/week; Metro provides assistance toward premiums and copays
• Sales incentives; annual retention bonus vesting program
• Three weeks paid vacation; 11 paid holidays; 7 sick days
• Safe harbor 401(k) plan – Metro contributes 3% regardless of employee contribution, allowing every employee to save for retirement
• Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Health Savings Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D); access to no-interest loans; $150/Quarter reimbursements for wellness and lifestyle expenses
• Discounts on Pet Insurance
• Strong growth opportunities with development plans and position-related or job-related tuition assistance to help you attain your long-term career goals
• Growing, dynamic environment - no day is ever the same and join an exceptional team of co-workers
• Exceptional training program (classroom, on-the-job, and mentoring)
• Stable and growing organization
  
  

About Metro Credit Union: Established in 1926, Metro has grown to be the largest state-chartered Credit Union in Massachusetts with 18 branches, 220,000 Members and $3.4B in assets. Our focus has always been helping local people, businesses and non-profit organizations reach their goals. Our perspective is unique because it is local and hyper-focused on the specific needs of our local communities. We are a high performing, financially sound, not-for-profit, financial cooperative, owned by and operated for our Members. Our commitment is to provide quality banking solutions that support the economic vitality of the individuals and businesses within the markets we serve. This commitment strengthens local communities, creating a positive impact on people's lives.