Regional Member Specialist (Lawrence)

Financial Services Representative

Provide float branch coverage for various job functions in both front-end member service and secondary back-end support services. Cover member needs across a variety of delivery channels, such as face to face, over the phone, and online.

Guide members through a variety of financial transactions and provide new and existing members with information about Metro's offerings, provide banking assistance and advice in determining which products and services best meet member needs, open member accounts, and provide problem resolution. Participate in sales initiatives and service programs to meet both branch and credit union goals.

Core Responsibilities:

• Provide float coverage to assigned Region's branches by assisting with day-to-day operations, open and closing of branch locations, teller and member service support
• Assist with secondary support duties via phone support for the Universal Service Center and answering Secure Messages
• Identify financial needs of new and existing members while providing exemplary service and instilling a strong business relationship
• Accurately complete all account opening requirements, teller transactions, and end of day branch balancing, as assigned
• Conduct consumer loan interviews; aid members in the completion of loan applications including verifying identification, obtaining required signatures, and ensuring that approval conditions are met
• Contribute to sales goals; make effective referrals to Retail partners
• Resolve member escalations by determining cause of the problem, selecting, and explaining the best solution, expediting correction/adjustment, and following up to ensure resolution meets the members needs
• Comply with all Metro policies and standard operating procedures ("SOPs"), with particular attention to Office of Foreign Assets Control ("OFAC") and security transactions, and Bank Secrecy Act ("BSA")
• Maintain confidentiality of member information and bank operations

• Supervisory responsibilities: Provide as needed supervisory support to branch staff in the absence of a dedicated Branch Supervisor when assigned to a branch location. This includes open and closing of branch locations, providing transaction approvals to other staff members, handling staffing issues and addressing member escalations

• Mileage will be reimbursed when working at branches other than your "home" branch in Reading

Schedules and Regions:

• Region 1 Branches : Boston – Comm Ave, Morrissey Blvd, Mass Ave, W. Roxbury; Newton; Framingham; Chelsea–Main; Chelsea-Broadway; Melrose
• Region 2 Branches : Burlington; Lawrence; Tewksbury; Reading; Salem; Medford; Lynn; Peabody–Main; Peabody-Andover St.
• Mileage will be reimbursed when working at branches other than your "home" branch in Lawrence.
• All branch employees are scheduled weekly to ensure branch hours are properly staffed, covering Saturday hours on a rotating basis.
• All retail positions located within our branches do not offer remote work arrangements and require initial training on-site in our Chelsea location

Compensation Disclosure:

$22.50 - $30.43/hr.

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.

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 Sales Incentives; annual retention bonus vesting program
• Three weeks paid vacation; 11 paid holidays
• 401(k) with matching plan & safe harbor plan – allowing every employee to save for retirement. Metro contributes 3% regardless of employee's contribution
• Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Health Savings 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 with development plans and position-related or job-related tuition assistance to help you attain your long-term career goals
• Growing, dynamic environment - no day is ever the same and join an exceptional team of co-workers
• Exceptional training program (classroom, on-the-job, and mentoring) Stable and growing organization

Metro Credit Union is the largest state-chartered credit union in Massachusetts, with $3.2 billion in assets. Metro provides a full range of financial products to more than 200,000 members in Barnstable, Bristol, Essex, Franklin, Hampden, Hampshire, Middlesex, Norfolk, Plymouth, Suffolk, and Worcester counties in Massachusetts, and Cheshire, Hillsborough, Merrimack, Rockingham, and Strafford counties in New Hampshire. Metro is the credit union of choice for employees at over 1,200 companies through its View email address on click.appcast.io program.

Founded in 1926, Metro currently operates branch offices in Boston, Burlington, Chelsea, Dorchester, Framingham, Lawrence, Lynn, Medford, Melrose, Newton, Peabody, Reading, Salem, Tewksbury, and West Roxbury. Metro is also a Juntos Avanzamos ("Together We Advance") designated credit union, an honor given to financial institutions for their commitment to serving and empowering Hispanic and immigrant consumers. Metro was recently named among the most charitable companies in Massachusetts by the Boston Business Journal; voted Top Credit Union in Banker & Tradesman's Best of 2025 awards; and recognized as one of America's Best Regional Banks and Credit Unions in 2025 by Newsweek. Learn more at MetroCU.org.