Cooperative Credit Union Association
Financial Services Representative (Danvers, MA), BrightBridge Credit Union, Lawr
Cooperative Credit Union Association, Lawrence, Massachusetts, us, 01842
Financial Services Representative – Danvers, MA
BrightBridge Credit Union, a member of the Cooperative Credit Union Association. Overview
Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We’re looking for a Financial Service Representative to serve our Danvers members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you’re looking to start or continue your career in banking with a team that values your contributions, we’d love to meet you! Responsibilities
Maintains a working knowledge of all products and services offered by the Credit Union. Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services. Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution. Maintains a working knowledge of all electronic delivery channels to assist members with online banking, bill pay and the mobile application. Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws. Performs all duties for ATM/Debit card issuance, including new, reissues and maintenance. Promotes, refers and sells additional third‑party products as determined by the Credit Union. Functions as a Membership Officer in the Branch, as approved by the Board of Directors. Handles opening and closing of all account types and completes all proper documentation. Cross‑trains on all teller line functions to provide backup assistance when needed. Assists Call Center with resolution of member issues daily. Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures. Fills in at other branches as requested. 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 Windows PCs, 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 members at all times. Eligibility to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and maintain registration as a registered Mortgage Loan Originator (MLO). How to Apply
Navigate to www.brightbridge.com/careers. Click Join Our Team to go to the career center. On the left side, locate Current Openings. Locate the position of interest and apply. Seniority level
Entry level Employment type
Full‑time Job function
Finance and Sales Industries
Banking
#J-18808-Ljbffr
BrightBridge Credit Union, a member of the Cooperative Credit Union Association. Overview
Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We’re looking for a Financial Service Representative to serve our Danvers members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you’re looking to start or continue your career in banking with a team that values your contributions, we’d love to meet you! Responsibilities
Maintains a working knowledge of all products and services offered by the Credit Union. Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services. Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution. Maintains a working knowledge of all electronic delivery channels to assist members with online banking, bill pay and the mobile application. Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws. Performs all duties for ATM/Debit card issuance, including new, reissues and maintenance. Promotes, refers and sells additional third‑party products as determined by the Credit Union. Functions as a Membership Officer in the Branch, as approved by the Board of Directors. Handles opening and closing of all account types and completes all proper documentation. Cross‑trains on all teller line functions to provide backup assistance when needed. Assists Call Center with resolution of member issues daily. Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures. Fills in at other branches as requested. 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 Windows PCs, 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 members at all times. Eligibility to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and maintain registration as a registered Mortgage Loan Originator (MLO). How to Apply
Navigate to www.brightbridge.com/careers. Click Join Our Team to go to the career center. On the left side, locate Current Openings. Locate the position of interest and apply. Seniority level
Entry level Employment type
Full‑time Job function
Finance and Sales Industries
Banking
#J-18808-Ljbffr