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Member Service Representative III Naveo Credit Union - 3.5 Somerville, MA Job Details Full-time $21.16 - $28.00 an hour 14 hours ago Benefits Paid training Health savings account AD&D insurance Disability insurance Dependent care reimbursement Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Opportunities for advancement Credit union membership Flexible schedule Bereavement leave Life insurance Referral program Retirement plan Prescription drug insurance Paid sick time Qualifications Customer communication Interpersonal skills Multilingual Bachelor's degree Organizational skills Time management Full Job Description Role Member Service Representative III 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 an ambitious and outgoing full-time Member Service Representative II to guide and support our team, provide exceptional member service, and foster strong relationships between our members and the Credit Union.

• Encourage and maintain a positive work environment by communicating in a manner consistent with professional standards to successfully work with members, teammates, management, and vendors.
• 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, wire transfer initiation, foreign currency, account and loan inquiries, iBanking and mobile banking trouble shooting, and other services.
• Create and maintain member profiles and accounts as requested by the member, ensuring accuracy of information, account titling, and documentation.
• Balance teller drawer, ATM, vault, Coinstream, cash recyclers, and other branch services to ensure that the end of day totals are in balance.
• Offer support to the Branch Manager and/or Assistant Branch Manager by opening and closing the branch, placing cash orders, conducting branch audits, training the team, and performing other duties as needed. -Handle loans from application to funding, guiding members throughout the process to ensure efficiency and accurate documentation and information.
• 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.
• 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.
• At least two (2) or more years of operations or credit union or financial institution experience preferred.
• Ability to problem solve, analyze information, and demonstrate professionalism.
• Excellent organizational skills and ability to work independently and with a team.
• Comfortable with technology such as mobile services and online banking services is a plus.
• Effective time management skills. Ability to exercise good judgment and prioritize multiple demands.
• May be required to obtain NMLS.
• Ability to read and interpret documents (safety rules, operating and maintenance instructions, and procedure manuals).
• Excellent written and verbal communication skills.
• Portuguese-speaking, bilingual, or multilingual is a plus.
• Availability to work 38+ hours per week including Saturdays (8:15am - 1:15pm).
• 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.

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.

Pay:

$21.16 - $28.00 per hour

Benefits:

401(k) 401(k) matching AD&D insurance Bereavement leave Credit union membership Dental insurance Dependent care reimbursement Disability insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Opportunities for advancement Paid sick time Paid time off Paid training Prescription drug insurance Referral program Retirement plan Tuition reimbursement Vision insurance

Work Location:

In person