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FT
First Technology Federal Credit Union
Member Service Representative, Burlington, MA (On-Site)
Career Insights for Membership Sales Representative
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Scorecard
Based on Massachusetts data
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What they do
A Membership Sales Representative recruits and sells new memberships for organizations that rely on membership fees as a primary source of income, including industry and trade associations, service organizations, non-profit organizations and private clubs. May work within a specific territory for recruiting memberships.
$45,038 / year median in Massachusetts
+14% projected growth
Job Description
Description Contribute to DCU's Success Sharing and business goals by identifying members' needs, providing service excellence, accurately processing all transactions, and helping members achieve their financial goals. Here's what you can expect from the job and what you need to be successful:
What You'll Do :
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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.Essential Skills:
Education and Experience Requirements:
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)Additional Eligibility Requirements:
Bilingual skills a plusLocation:
Burlington, MA Target Compensation:
$21.50/hourSchedule:
Mon - Fri 8:30 - 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 - 3:30 #INDMI Who We Are:
What makes First Tech different? Click here to learn more! Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.Employees are eligible for:
- Traditional medical, dental, and vision coverage
- Generous 401(k) match
Paid Time Off:
You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 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)