About this position
Role:
Member Service Representative II
Reports To:
Branch Manager
About us:
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.
About the role:
We are seeking a proactive and driven full-time Member Service Representative II to connect our members and the Credit Union by providing excellent service in a professional, efficient, and friendly manner.
Responsibilities include:
· Provide outstanding service through active listening, time management, and verbal and written communication.
· Process member transactions and requests including but not limited to deposits, withdrawals, loan payments, check cashing, wire transfer initiation, foreign currency, account and loan inquiries, etc.
· Verify and update member profiles to ensure accuracy of contact information.
· Update and maintain account roles, account titling, mailing, and documentation, as requested by the member.
· Issue, order, and assist with iBanking and mobile application, ATM and debit cards, checks, telephone banking, and other services.
· Balance teller drawer, ATM, vault, Coinstream, cash recyclers, and other branch services.
· Assist with the opening and closing of the branch.
· Maintain knowledge of the organization, our products and services, and industry trends.
· Refer and cross-sell Credit Union products and services as outlined in our Sales Program to meet the needs of our current and potential members.
· Facilitate account openings including by not limited checking, savings, certificates of deposit, and individual retirement plans and accounts while providing personalized assistance to our members throughout the process.
· Process personal loans from application to closing, guiding members throughout the process to ensure efficiency and accurate documentation and information.
· Demonstrate community involvement by representing the Credit Union while working at local events.
· Attend training sessions and department meetings as needed.
· Comply with all state and federal regulations.
· Float between branches to support the business and scheduling needs of the Credit Union.
· Perform additional duties as assigned.
· Responsible for ensuring regulatory compliance with all banking regulations within area of responsibility.
Our ideal candidate looks like:
Education/Experience:
· Bachelor's degree preferred, but not required.
· One (1) or more years of customer service and banking experience.
· Ability to problem solve, analyze information, and demonstrate professionalism.
· Excellent organizational skills and ability to work independently and with a team.
· Demonstrated comfort level with technology such as mobile services and online banking services is a plus.
· Effective time management skills. Ability to exercise good judgment and ability to prioritize multiple demands.
· Portuguese-speaking, bilingual, or multilingual is 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.
· Experience on COCC Insight a plus.
· Availability to work 38+ hours per week including Saturdays (8:15am – 1:15pm).
Compensation disclosure:
Pay within the range posted will be commensurate with the applicant's experience and qualifications for the role, $18.07 - $21.07/hr.
Have some of the above skills or qualifications, but not others? Contact us and let us know why you think you’d be a fit.
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.
Requirements: