Sales & Service Agent - Chelsea, United States - Metro Credit Union

Metro Credit Union
Metro Credit Union
Verified Company
Chelsea, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Our Member Service Center is growing As the face of Metro, this team is responsible for delivering quality service on a range of operations and products.

You are the face of Metro, representing the Credit Union in a positive manner while processing transactions accurately and efficiently.

You will be trained and have references/resources to meet service levels and operational metrics to comply with established policies and procedures.

You will identify cross-selling opportunities, recommending appropriate products and services to enhance the overall experience of our members. This is a dynamic team with high impact roles, it's a great place to start with the organization.


Member Service Center:
base payrate of $24.04/hour ($50,000 annualized) plus incentive plan participation


Essential Job Functions:


  • Respond to member inquiries through various channels (telephone, chat, ebanking)

Account transactions:
transfers; open and close accounts; account changes; correct errors.
Respond to ATM and Debit card inquiries and servicing requests (limits, hot carding, etc.).
Assist members with Home-Banking inquiries and servicing issues.
Resolve service problems and complaints by determining root cause, selecting and explaining best solution, and following up to ensure resolution

  • Balances transactions processed throughout the day on a daily basis and ensure within balancing guidelines.
  • Maintain member confidence and protect bank operations by properly authenticating members and keeping member information confidential.
  • Answer loan related questions, including escrow balance inquiries, titles, loan statuses, payoff quotes, and payment history.
  • Contribute to sales and referral programs including department sales goals. Identify crosssale opportunities where appropriate when answering inquiries; recommend products and services to enhance overall relationship between members and Metro; and inform members of new services and product promotions. Make effective referrals to retail partners (i.e., mortgage lending, commercial lending, Metro Insurance Advisors, investment program).
  • Train on additional secondary skills and assist in other departments as required by the Universal Service program. For example, process loans, conduct collections outreach, and more. Participate in and strive to achieve assigned program goals. Maintain a thorough knowledge of all credit union products by attending all training and informational meetings and incorporate the knowledge and skills into daily responsibilities.

Requirements:


  • Education and Experience
High school diploma or equivalent required.
Customer/member service experience with a sales focus strongly preferred.

  • Skills/Knowledge/Certifications
Superb attention to detail; ability to work with percentages and decimals with accuracy
Working knowledge of loan documentation and consumer loan regulations preferred
Experience and ability with computers, software - we will train on our specific software


Due to the extensive training requirements of the role, all new Member Service Center employees are required to onboard for a minimum of 180 days on-site in Chelsea.

The SSA role is eligible for hybrid arrangement after the initial onboarding period.


Why Join our Team:


  • Comprehensive Benefits


Health, Dental, and Vision coverage for employees working minimum of 20 hours/week; Metro provides assistance toward premiums and copays and provides 100% coverage on prescription copays.

All staff eligible for annual bonus and annual (vesting) retention bonus
401(k) with matching plan and Safe Harbor Plan - allowing every employee to save for retirement
Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D); Discounts on Pet Insurance

  • Strong growth opportunities attain your longterm career goals at Metro
Individual Development Plans
Position-related or job-related tuition assistance (1 year eligibility)
Superb in-house training programs

  • Once 180 day onsite onboarding is completed, Agents are eligible for Hybrid work agreements
  • Growing, dynamic environment with a strong culture and exceptional team of coworkers


Metro's Hybrid Work Policy requires three in-person days for all employees whose primary office location is 200 Revere Beach Parkway.

All employees will be required to report to work at 200 RBP every Tuesday and Wednesday.

With approval from their manager, employees may choose the third day that works best for their own individual needs and schedules.


About Metro Credit Union:

Established in 1926, Metro has grown to be the largest state-chartered Credit Union in Massachusetts with 19 branches, 220,000 Members and $2.6B in assets.

Our focus has always been helping local people, businesses and non-profit organizations reach their goals. Our perspective is unique because it is local and hyper-focused on the specific needs of our local commun
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