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.
Member Service Representative, Methuen, MA, Part-Time, Onsite First Technology Federal Credit Union - 3.5 Methuen, MA Job Details Full-time $21.50 an hour 8 hours ago Benefits Paid holidays Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Bilingual Microsoft Word Opening bank accounts Underwriting verification process Loan file preparation Customer communication Financial sales Financial services customer support ATM services Loan compliance checks Process audits Underwriting guidelines adherence Account maintenance Financial transaction processing Efficiency improvement Sales referrals Upselling Client rapport building Promoting bank products Compliance with security regulations High school diploma or GED Cross-selling Financial product expertise Coordination (loan closing) Financial needs assessment Activity sales targets Certified Notary Public Fraud prevention and detection Customer support for financial loans Verification (borrower information) Full Job Description Description Contribute to DCU's Success Sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals.
What You'll Do:
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 self-service options 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. Accurately process teller transactions, assist with end of day balancing, Instant Issuance and ATM balancing. Conducts 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.
Qualifications & Skills:
High School diploma or equivalent 1-3 years related experience Verbal Communication skills Technical skills (Word, Excel, Email) Bilingual skills a plus
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
Employment Statements:
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address First Tech is not currently offering Visa transfer/ sponsorship for this position. #INDMI
