SomervilleRecruiter Since 2001
the smart solution for Somerville jobs


Company: Community Credit Union
Location: Somerville
Posted on: February 19, 2021

Job Description:

General Summary:Under general supervision, but following established policies and procedures, provides a variety of sales and service functions such as providing information on all Credit Union services and effectively cross-selling the products and services that meet the member's specific needs. Is responsible for managing the day-to-day operations of the branch in the absence of the Assistant Manager (where applicable) and Branch Manager. Supports the Credit Union's membership and asset growth goals by participating in sales campaigns and community outreach events as determined by the Branch Manager. Acts as a sales and service role model for Member Services staff demonstrating high-level listening, sales and problem resolution skills. Supports Branch Manager in creating and maintaining a sales culture within the branch.Major ResponsibilitiesSales:--Under the direction of the Branch Manager, drives and supports a strong sales culture and performance in the branch by:* Meets or exceeds individual sales expectations. Shares success strategies and tactics with member service team members to support branch success.* Acts as a product knowledge expert. Maintains thorough knowledge of Credit Union's product and service line. Supports product knowledge training efforts of Branch Manager. Facilitates product training sessions at the direction of the Branch Manager.* Utilizes established sales practices including active listening, probing, and use of relevant features and benefits to generate needs based sales results. Completes all sales follow-up activities to ensure member satisfaction.* Creates a daily sales focus through the use of huddles, contests, role play, and motivational activities. Ensures that all team members are aware of branch sales results throughout the month. Makes recommendations for activities to improve performance where needed.* Provides daily direction and/or training to the MSR(s) and greeter to ensure all sales practices are followed with consistency i.e. completion of the Member Assessment, Thank You Notes, follow-up calls for loans and new members, etc.* Acts as a mentor and coach for greeter and MSR(s) by providing day-to-day coaching and feedback on use of the Credit Union's Service Model, Credit Union branded openings and closings, effective sales tactics, communication skills, and negotiation skills.* Assists and supports management's outside call efforts by going to the various SEGs and seminars, maximizing all sales opportunities on site.Service:--Accurately and effectively addresses service needs and/or issues. Duties include but are not limited to:* Provides general and specific service-related information in person, by phone and/or in writing to potential and existing members concerning the Credit Union's products, services and policies. Provides information including eligibility for membership, types of Credit Union accounts, interest rates, current dividend rates, current promotions, and branch locations and hours.* Educates members on use of Credit Union convenience products including online banking, ATMs, telephone banking, check cards and ATM cards.* Takes ownership of member issues to resolution, working with other departments as needed. Fields and responds to questions regarding problem resolution from member service team, greeter and MSR(s), provide appropriate feedback and/or direction.* Utilizes tact and experience based knowledge to respond and resolve more complex member problems and escalations from Member Services. Communicates information in a manner that safeguards the Credit Union and maintains positive member relations. Escalates issues outside of authority level properly, providing all pertinent information.* Expertly handles routine member requests including processing outgoing wires, issuing, ordering and stat using ATM and check cards, account balance and history information, and account reconciliation assistance.* Along with Branch and Assistant Branch Manager, monitors service efficiency levels throughout the day. Schedules activities (lunches, coaching sessions) to optimize member's service experience.* Assesses the service effectiveness of the branch on an ongoing basis and developing strategies to generate feedback and new ideas to aid in increasing service effectiveness.Operations: Assists in and supports strong operational efficiency and effectiveness in the branch. Manages the day-to-day operations of the branch in the absence of the Assistant Branch Manager and Branch Manager ensuring compliance with the policies and procedures.Duties include but are not limited to:* Keeps current on policies, procedures and changes pertaining to the member services department by using the Intranet/Internet, e-mail and other training and information tools available. Keeps abreast of changes in general policies and procedures, products and rates.* Accurately processes new membership applications and updates. Follows established quality control practices to ensure error-free work. Reviews membership applications of Member Service team members for accuracy and provide appropriate feedback.* Disburses and packages approved loans following established policies and guidelines. Reviews loans to ensure error-free work. Reviews loan packets of Member Service team members; provides appropriate feedback.* Adheres to safety and security programs designed to minimize loss relating to fraud and robbery. Follows and contributes to effective Credit Union security by monitoring all member service functions and ensures that member information and computer systems are secure at all times.* Follows and supports all compliance rules, regulations and policies.* Ensures the branch is open and ready to conduct business each day and ensuring that the branch balances at the close of each day.* Responsible for monitoring general maintenance, security and safety of the branch.* Helps balance and replenish the coin deposit ATM and automatic teller machines.* Adheres to all compliance standards set forth by Federal and State laws including, but not limited to: BSA, Money Laundering, Regulation CC and privacy of member information. Completes annual training, where applicable, to remain current with regulations and compliance procedures. Maintains and demonstrates practical knowledge of branch and/or facility security procedures to ensure the safety and soundness of the credit union.* Ability to lift 25 pounds, sit for long periods of time and use a computer for prolonged periods of time.* Performs other duties as assigned by Assistant Branch Manager or Branch Manager.Education and Experience:* High school diploma or equivalent GED. Associate degree preferred.* Minimum three (3) years financial institution experience required.* Must have experience selling and cross- selling products or services in a financial institution.* One (1) year experience in outside sales and/or business development preferred.* Ability to meet and/or exceed sales goals.* Ability to perform intermediate mathematical calculations.* Must have excellent verbal and written communication skills.* If designated as a bilingual position, must be able to pass a Spoken Language Assessment.* Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, 10 key calculator, fax, copier, telephone, etc.* For traveling to off-site locations, must have reliable transportation, a valid driver's license and a clean driving record.

Keywords: Community Credit Union, Somerville , Teller, Other , Somerville, Massachusetts

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Other Jobs

Description: Description:Love your job at Texas Roadhouse Join our family and work in a high-volume restaurant filled with fun.Texas Roadhouse is looking for Servers to provide legendary service to every guest who (more...)
Company: Texas Roadhouse
Location: Leominster
Posted on: 02/26/2021

Senior UX Designer
Description: Are you an experienced User Experience Designer with expertise in a range of design tools Are you interested in a stable contract role If so, we may have the ideal role for you with our client in the (more...)
Company: Eliassen Group
Location: Pawtucket
Posted on: 02/26/2021

Lot Associate
Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor
Company: The Home Depot
Location: Weymouth
Posted on: 02/26/2021

Travel Team Selector
Description: Capstone Logistics, LLC is part of The Transportation and Logistics industry which has been designated a Critical Infrastructure Segment . As a critical infrastructure industry worker in the Transportation (more...)
Company: Capstone Logistics, LLC
Location: Taunton
Posted on: 02/26/2021

Food Courier - Start Delivering Today
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: Doordash
Location: Concord
Posted on: 02/26/2021

Pharmacy Intern Immunization Support
Description: As a Professional Pharmacy intern, you will be scheduled to work on an as needed, temporary basis to support delivering vaccines and related activities, earning valuable training and
Company: Wegmans
Location: Billerica
Posted on: 02/26/2021

Licensed Counselor - Work from home online
Description: Private practice with no doors and no overhead. Join the world's largest online counseling platform. We provide the marketing, the technology, and the additional income. You provide the professionalism, (more...)
Company: BetterHelp
Location: Concord
Posted on: 02/26/2021

Personal Care Aide PCA Leominster
Description: li li At Elara Caring, we have an unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out (more...)
Company: Elara Caring
Location: Leominster
Posted on: 02/26/2021

Personal Care Line Homemaker
Description: Caregiving is our Calling br br Associated Home Care, an Amedisys company, is the leading provider of personal home care in the state of Massachusetts in addition to its service areas around Jacksonville, (more...)
Company: Amedisys
Location: Malden
Posted on: 02/26/2021

Boston Area! PART TIME Hem/Onc invited to super locale between Boston
Description: Attleboro, Mass: We invite a skilled Hematologist/Oncologist to practice PART TIME, joining two experienced peers in an established and growing hospital-owned practice just half an hour from Boston and (more...)
Company: Acadia Physician Recruiters
Location: Attleboro
Posted on: 02/26/2021

Log In or Create An Account

Get the latest Massachusetts jobs by following @recnetMA on Twitter!

Somerville RSS job feeds