Part Time Sales & Service Agent
Metro Credit Union, Chelsea, Massachusetts, United States, 02150
Member Service Agent
Our Member Service Center is growing! We are adding to staff with two part-time Agent roles scheduled for 11am - 3pm to help address high volume/peak times for the team. As the face of Metro, this team is responsible for delivering quality service on a range of operations and products. Represent 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. Essential Job Functions: Respond to member inquiries through various channels (telephone, chat, e-banking) 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 cross-sale 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 Strong communication skills - verbal and written. Ability to effectively present information over the telephone and email to members and other employees 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 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 sales incentives and annual (vesting) retention bonus 3 weeks paid vacation per year (pro-rated based on hours worked); 11 paid holidays 401(k) with matching plan and Safe Harbor Plan
Metro contributes 3% regardless of your contribution Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D); access to no-interest loans; $150/Quarter reimbursements for wellness and lifestyle expenses Discounts on Pet Insurance Strong growth opportunities
attain your long-term career goals at Metro Individual Development Plans Position-related or job-related tuition assistance (1 year eligibility) Superb in-house training programs Growing, dynamic environment with a strong culture and exceptional team of co-workers This is an exciting time to join our organization -
Apply Today
to learn more! Compensation Disclosure:
$21,759.66 to $29,439.54 The salary range listed gives a general idea of what we expect to offer. We consider your experience, unique strengths, and the impact you're likely to make in the role. On top of that, we offer a competitive benefits package and other perks that round out the total compensation. This is a great job opportunity to balance with school schedules or another part-time job. Benefits eligible with maintenance of 20 hours/week schedule. About Metro Credit Union: Established in 1926, Metro has grown to be the largest state-chartered Credit Union in Massachusetts with 18 branches, 220,000 Members and $3.4B 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 communities. We are a high performing, financially sound, not-for-profit, financial cooperative, owned by and operated for our Members. Our commitment is to provide quality banking solutions that support the economic vitality of the individuals and businesses within the markets we serve. This commitment strengthens local communities, creating a positive impact on people's lives.
Our Member Service Center is growing! We are adding to staff with two part-time Agent roles scheduled for 11am - 3pm to help address high volume/peak times for the team. As the face of Metro, this team is responsible for delivering quality service on a range of operations and products. Represent 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. Essential Job Functions: Respond to member inquiries through various channels (telephone, chat, e-banking) 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 cross-sale 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 Strong communication skills - verbal and written. Ability to effectively present information over the telephone and email to members and other employees 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 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 sales incentives and annual (vesting) retention bonus 3 weeks paid vacation per year (pro-rated based on hours worked); 11 paid holidays 401(k) with matching plan and Safe Harbor Plan
Metro contributes 3% regardless of your contribution Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D); access to no-interest loans; $150/Quarter reimbursements for wellness and lifestyle expenses Discounts on Pet Insurance Strong growth opportunities
attain your long-term career goals at Metro Individual Development Plans Position-related or job-related tuition assistance (1 year eligibility) Superb in-house training programs Growing, dynamic environment with a strong culture and exceptional team of co-workers This is an exciting time to join our organization -
Apply Today
to learn more! Compensation Disclosure:
$21,759.66 to $29,439.54 The salary range listed gives a general idea of what we expect to offer. We consider your experience, unique strengths, and the impact you're likely to make in the role. On top of that, we offer a competitive benefits package and other perks that round out the total compensation. This is a great job opportunity to balance with school schedules or another part-time job. Benefits eligible with maintenance of 20 hours/week schedule. About Metro Credit Union: Established in 1926, Metro has grown to be the largest state-chartered Credit Union in Massachusetts with 18 branches, 220,000 Members and $3.4B 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 communities. We are a high performing, financially sound, not-for-profit, financial cooperative, owned by and operated for our Members. Our commitment is to provide quality banking solutions that support the economic vitality of the individuals and businesses within the markets we serve. This commitment strengthens local communities, creating a positive impact on people's lives.