Member Service Representative,… at First Tech… · Burlington

Summary: First Tech Federal Credit Union is committed to putting people first in financial solutions. They are seeking a Member Service Representative to identify members’ needs, provide service excellence, and assist members in achieving their financial goals.

Responsibilities:
- Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross sell appropriate products and services, make qualified referrals and achieve assigned sales goals
- Understand and explain all DCU products and services. Open new memberships, accounts and loans utilizing established guidelines and promote self-service options. Prepare Signature Guarantee requests and conduct Notary Public services
- Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings
- Be cross trained as a teller and accurately process both teller and MSR transactions, assist with end of day balancing, Instant Issuance and ATM balancing if applicable
- Periodically work as a teller to maintain knowledge and support the branch needs
- Conduct audits of all membership applications, account maintenance forms, new account applications and completed loan files
- Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses
- May be asked to provide coverage in other DCU areas such as other branches, the Information Center or support departments
- Continuously identify and submit efficiency and process improvement ideas
- Perform other job-related duties as assigned

Required Qualifications:
- High School diploma or equivalent
- 1-3 years related experience
- Excellent written and verbal communication skills
- Consistent attention to detail
- Strong technical skills (Word, Excel, Email)

Preferred Qualifications:
- Bilingual skills a plus

Required Skills: Financial Needs Identification, Product and Service Knowledge - DCU, Loan Processing, Teller Transactions, Account Opening and Maintenance, Signature Guarantee, Notary Public Services, Audit of Membership and Loan Files, Security Compliance, Microsoft Word, Microsoft Excel

Benefits: Traditional medical, dental, and vision coverage, Generous 401(k) match, Paid Time Off: You'll accrue up to 15 days in your first year, 40 hours of sick time, 3 personal days, which refresh annually, Paid federal holidays, Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)