Financial Services Representative (Haverhill)

Join Our Team as a Financial Services Representative Location: Haverhill, 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 Haverhill members, with 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 electronic delivery channels to assist members with 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 all conditions for approval are met, obtains required documentation, and disburses loans via contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws. Performs all the duties and functions for ATM/Debit card issuance, including new, reissues, and maintenance on the system. Promotes, refers, and sells additional third party products as determined by the Credit Union. Functions 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 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 maintain registration with NMLS as a registered Mortgage Loan Originator (MLO). #J-18808-Ljbffr BrightBridge Credit Union