Talent.com
Financial Services Representative (Danvers, MA)
Financial Services Representative (Danvers, MA)BrightBridge Credit Union • Danvers, MA, US
Financial Services Representative (Danvers, MA)

Financial Services Representative (Danvers, MA)

BrightBridge Credit Union • Danvers, MA, US
3 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Join Our Team as a Financial Service Representative

Location : Danvers, MA | Full-Time

Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We’re looking for a Financial Service Representative to serve our Danvers members, w ith the ability to travel to other branches as needed . In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we’d love to meet you!

Why You’ll Love Working Here

  • A collaborative team culture where your contributions matter
  • Ongoing training and career development opportunities
  • Competitive pay, benefits, and the chance to grow with a supportive organization
  • The satisfaction of making a real difference in your community every day

What You'll Be Doing (Your Responsibilities)

  • Maintains a working knowledge of all products and services offered by the Credit Union.
  • Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.
  • Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
  • Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
  • Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
  • Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
  • Performs all the duties and functions for the ATM / Debit card issuance, including all new, reissues, and maintenance on the system.
  • Promotes, refers and sells additional third party products as determined by the Credit Union.
  • Function as a Membership Officer in the Branch, as approved by the Board of Directors.
  • Handles opening and closing of all account types and completes all proper documentation.
  • Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.
  • Assists Call Center with resolution of member issues on a daily basis.
  • Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
  • Fills in at other branches as requested.

    • What We’re Looking For (Your Qualifications)

  • Minimum of high school diploma or equivalent is required.
  • Minimum of two years Customer Service experience preferably in a financial institution.
  • Strong interpersonal, written / verbal communication and organization skills required.
  • Demonstrated ability to deal effectively with members and staff is essential.
  • Experience with personal computers in a windows environment including Outlook, Excel and Word.
  • Flexibility of work hours and proven reliability / dependability required.
  • Must be able to handle multiple tasks effectively and accurately.
  • Must have excellent cross-selling and problem solving skills.
  • Must possess a professional and positive attitude and image to all of our members, at all times.
  • Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
    • Create a job alert for this search

    Financial Representative • Danvers, MA, US

    Related jobs
    Travel Physical Therapist

    Travel Physical Therapist

    Uniti Med • Scituate, MA, US
    Full-time
    Uniti Med is seeking a travel Physical Therapist for a travel job in Scituate, Massachusetts.Job Description & Requirements. Uniti Med is looking for a Travel Physical Therapist (PT) in Scituate...Show more
    Last updated: 30+ days ago • Promoted
    Financial Service Advisor

    Financial Service Advisor

    Arcadia Financial Group • Manchester, NH, US
    Full-time
    At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like its Saturday. Our world-class, five-star firm caters to the millionaire next door, provid...Show more
    Last updated: 30+ days ago • Promoted
    Investor Services Associate

    Investor Services Associate

    Alumni Ventures • Manchester, NH, US
    Full-time
    Alumni Ventures is one of the world's most active venture capital platforms, with $1.B+ in assets raised and investments in 1,300+ companies. Our network of 850,000+ members and 40+ dedicated in...Show more
    Last updated: 2 days ago • Promoted
    Collections Representative II (Lawrence, MA)

    Collections Representative II (Lawrence, MA)

    BrightBridge Credit Union • Lawrence, MA, US
    Full-time
    Join Our Team as a Collections Representative II.Location : Lawrence, MA | Full-Time.Are you skilled at problem-solving and passionate about helping members find solutions to financial challenges? B...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Representative (Lawrence, MA)

    Financial Services Representative (Lawrence, MA)

    BrightBridge Credit Union • Lawrence, MA, US
    Full-time
    Join Our Team as a Financial Service Representative.Location : Lawrence, MA | Full-Time.Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping pe...Show more
    Last updated: 3 days ago • Promoted
    Telemedicine Physician

    Telemedicine Physician

    QuickMD • Scituate, MA, US
    Full-time
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...Show more
    Last updated: 30+ days ago • Promoted
    Direct Support Professional 2 (DSP 2)

    Direct Support Professional 2 (DSP 2)

    Bridgewell • Merrimac, MA, US
    Full-time
    Bridgewell delivers support through community housing, day programs, outpatient treatment, recovery services, education, and employment training. We're committed to helping people in need, from ...Show more
    Last updated: 30+ days ago • Promoted
    Director - Financial Services

    Director - Financial Services

    Cornerstone OnDemand Ltd. • , MA, United States
    Full-time
    To support the teams working on our exciting projects, we are looking for.Atlanta | Boston | Chicago | Houston | New York. Simon-Kucher's sole focus is on unlocking better growth for our clients, in...Show more
    Last updated: 27 days ago • Promoted
    Sr. Financial Analyst, Operations

    Sr. Financial Analyst, Operations

    SigSauer • Portsmouth, NH, US
    Full-time
    Operations Analyst – Firearms.Onsite Position - Newington, NH.For over 250 years SIG SAUER, Inc.American ingenuity, German engineering, and Swiss precision. Today, SIG SAUER is synonymous with...Show more
    Last updated: 30+ days ago • Promoted
    Remote Financial Controller

    Remote Financial Controller

    ecoCFO • Portsmouth, NH, US
    Remote
    Full-time
    Salary : $125,000 - $130,000 annually.At ecoCFO, we use our financial and accounting expertise to support startups and nonprofits in climate and cleantech. By providing best-in-class accounting, oper...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Representative (Waltham, MA)

    Financial Services Representative (Waltham, MA)

    BrightBridge Credit Union • Waltham, MA, US
    Full-time
    Join Our Team as a Financial Service Representative.Location : Waltham, MA | Full-Time.Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping peo...Show more
    Last updated: 3 days ago • Promoted
    Director of Protective Services and Financial Resources

    Director of Protective Services and Financial Resources

    AgeSpan • Lawrence, MA, US
    Full-time
    Since 1974 our agency has strived towards supporting an individual's desire to make their own decisions, secure their independence and remain living independently in the community.We are proud ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Representative

    Financial Services Representative

    Moody Street Group • Auburndale, MA, US
    Full-time
    The Companies of OneAmerica®.We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.New...Show more
    Last updated: 30+ days ago • Promoted
    Financial Representative

    Financial Representative

    National Financial Network - Guardian • Middleton, MA, US
    Full-time
    Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial ...Show more
    Last updated: 30+ days ago • Promoted
    Payroll Specialist

    Payroll Specialist

    Northeast Family Services • Portsmouth, NH, US
    Full-time
    Northeast Family Services is seeking a detail-oriented.You’ll be responsible for calculating wages, deductions, and taxes, ensuring compliance, and maintaining accurate records.You’ll a...Show more
    Last updated: 7 days ago • Promoted
    Entry-Level Financial Professional

    Entry-Level Financial Professional

    Equitable Advisors - Southern New Hampshire • Portsmouth, NH, US
    Full-time
    We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by th...Show more
    Last updated: 30+ days ago • Promoted
    Part-time Financial Specialist

    Part-time Financial Specialist

    Insight Experience • Concord, MA, US
    Part-time
    We are a boutique consulting company trusted by Fortune 100 companies to build strong, effective leaders.We believe adults learn best by doing, so we design technology-based simulation experiences....Show more
    Last updated: 30+ days ago • Promoted
    Sr. Defense Financial Analyst

    Sr. Defense Financial Analyst

    SigSauer • Portsmouth, NH, US
    Full-time
    For over 250 years SIG SAUER, Inc.American ingenuity, German engineering, and Swiss precision.Today, SIG SAUER is synonymous with industry-leading quality and innovation which has made it the brand...Show more
    Last updated: 24 days ago • Promoted