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Member Service Representative, Lexington, MA, Full-Time, Onsite

Company

Digital Federal Credit Union

Location

Lexington, United States

Type

Full-Time

Schedule

Mon - Fri 7:30 – 4:30, alt. Thurs/Fridays 9:30-6:30, alt Saturdays 8:30 – 3:30 (40 hours)

What You’ll Do

Summary/Objective:


Contribute to DCU's Success Sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals.


Essential Functions:


Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 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 L...
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