Title: Member Service Specialist
Location: Hadley Branch
Hours: Full-time, 30.00 to 37.50 hours/week, including rotating Saturdays
Location: Northampton area
Hours: Part-time, 22.50 hours/week (M-F, 8:45 a.m. - 1:15 p.m.); also includes rotating Saturdays
Salary range begins at $17.92/hr
Responsibilities: It is the responsibility of the Member Service Specialist to uncover and deliver ways to (1) save or make money for the member; (2) save them time or provide a convenience; (3) provide peace-of-mind for the member; or (4) generally improve the member’s financial knowledge. This will be accomplished by performing a variety of member service duties, including: establishing memberships, opening accounts, interviewing members for consumer and equity loans, disbursing loans, identifying members’ needs and providing services and products in their best interest. Refer members to the appropriate party for specialty financial services such as investment counseling, first mortgage applications, etc. Perform various Teller transactions, such as deposits, withdrawals, loan payments, and transfers. Educate members on financial topics, providing basic financial coaching services as needed.
Requirements: 2 to 5 years of experience in a member service position, including: opening accounts, cross-selling products and services; high school diploma; knowledge of debits and credits and basic bookkeeping; demonstrated cross-selling ability; excellent member service skills; and excellent computer skills, including Word, web, and Excel, as well as experience using mobile devices, tablets, etc. Previous experience working as a Teller desired.
This position includes the full benefits package, such as: health, dental, life, and short- and long-term disability insurance; paid vacation, personal, and sick time; and generous 401(k) plan.
UMassFive is an Equal Opportunity/Affirmative Action Employer and Equal Opportunity Employer of Protected Veterans/VEVRAA Federal Contractor. UMassFive is a smoke-free facility.
Location/Region: Hadley, MA