Somerville, Massachusetts, United States · On-site
$21/hr–$28/hr
Description About us: Naveo is a not-for-profit financial institution (with locations in Somerville and Cambridge) focused on serving our members as partners, guiding them towards their financial goals. We embrace their …
Skills: Member Service, Financial Transactions, Loan Processing, Cash Management, Cross-selling
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Provide exceptional member service by processing financial transactions and managing member accounts and loan applications. Support branch operations including cash balancing, audits, and the cross-selling of credit union products.
Preferred candidates have a bachelor's degree and at least two years of experience in a financial institution or credit union. Must possess strong organizational skills, professionalism, and the ability to handle technology and regulatory compliance.
Description
Naveo is a not-for-profit financial institution (with locations in Somerville and Cambridge) focused on serving our members as partners, guiding them towards their financial goals. We embrace their personalities, cultures, and ambitions, tailoring our services to fit their needs and creating a financial plan that matches up with their current and future goals. At Naveo, it’s your journey.
Our team is made up of experienced and dedicated employees seeking to make an impact in the communities we serve by supporting our local economy, small businesses, and community organizations. Interested in bringing value to our members and neighbors? Seeking to develop your skills? You might be a fit for one of our openings.
We are seeking an ambitious and outgoing full-time Member Service Representative III to guide and support our team, provide exceptional member service, and foster strong relationships between our members and the Credit Union.
· Encourage and maintain a positive work environment by communicating in a manner consistent with professional standards to successfully work with members, teammates, management, and vendors.
· Provide outstanding service through active listening, time management, and verbal and written communication.
· Process member transactions and requests including but not limited to deposits, withdrawals, loan payments, wire transfer initiation, foreign currency, account and loan inquiries, iBanking and mobile banking trouble shooting, and other services.
· Create and maintain member profiles and accounts as requested by the member, ensuring accuracy of information, account titling, and documentation.
· Balance teller drawer, ATM, vault, Coinstream, cash recyclers, and other branch services to ensure that the end of day totals are in balance.
· Offer support to the Branch Manager and/or Assistant Branch Manager by opening and closing the branch, placing cash orders, conducting branch audits, training the team, and performing other duties as needed.
· Handle loans from application to funding, guiding members throughout the process to ensure efficiency and accurate documentation and information.
· Maintain knowledge of the organization, our products and services, and industry trends.
· Refer and cross-sell Credit Union products and services as outlined in our Sales Program to meet the needs of our current and potential members.
· Demonstrate community involvement by representing the Credit Union while working at local events.
· Attend training sessions and department meetings as needed.
· Comply with all state and federal regulations.
· Float between branches to support the business and scheduling needs of the Credit Union.
· Perform additional duties as assigned.
Requirements
· Bachelor's degree preferred, but not required.
· At least two (2) or more years of operations or credit union or financial institution experience preferred.
· Ability to problem solve, analyze information, and demonstrate professionalism.
· Excellent organizational skills and ability to work independently and with a team.
· Comfortable with technology such as mobile services and online banking services is a plus.
· Effective time management skills. Ability to exercise good judgment and prioritize multiple demands.
· May be required to obtain NMLS.
Compensation disclosure:
Pay within the range posted will be commensurate with the applicant's experience and qualifications for the role.
$21.16 - $28.00/hr.
Have some of the above skills or qualifications, but not others? Contact us and let us know why you think you’d be a fit.
Our team is made up of experienced and dedicated employees seeking to make an impact in the communities we serve by supporting our local economy, small businesses and community organizations. Interested in bringing value to our members and neighbors? Seeking to develop your skills? You might be a fit for one of our openings.
Naveo Credit Union, formerly Cambridge Portuguese Credit Union, was incorporated in 1928 by members of the Portuguese-American community as a place for their community to grow their savings with confidence and borrow money at low rates. In 2014, we changed our name to Naveo Credit Union to complement the changing demographics of the area -- we welcome everyone in the community to become a member. We are socially responsible, supporting local non-profit organizations that serve our membership.
It's your journey
Naveo is a local not-for-profit community financial institution focused on serving its members/owners. Our mission is to assist our members with their financial needs by providing them with products and services they need in a friendly, inviting environment. As stated in our motto of “Saving Together to Lend to Each Other,” we take member deposits and in-turn, lend to those who need to borrow. As a local financial institution, we are proud to take an active role in our community by reinvesting in the community with local loans and contributions to organizations. We are aware that individuals in our community value an institution beyond just low fees and great rates, which is why we pride ourselves on the partnerships we make with local organizations that bring value to our neighbors and members. Naveo is federally insured by NCUA, member MSIC and an Equal Housing Lender.
Offices: 493 Somerville Ave, Somerville, MA 02143, US · 251 Hampshire St, Cambridge, MA 02139, US
It's your journey
Naveo is a local not-for-profit community financial institution focused on serving its members/owners. Our mission is to assist our members with their financial needs by providing them with products and services they need in a friendly, inviting environment. As stated in our motto of “Saving Together to Lend to Each Other,” we take member deposits and in-turn, lend to those who need to borrow. As a local financial institution, we are proud to take an active role in our community by reinvesting in the community with local loans and contributions to organizations. We are aware that individuals in our community value an institution beyond just low fees and great rates, which is why we pride ourselves on the partnerships we make with local organizations that bring value to our neighbors and members. Naveo is federally insured by NCUA, member MSIC and an Equal Housing Lender.
Offices: 493 Somerville Ave, Somerville, MA 02143, US · 251 Hampshire St, Cambridge, MA 02139, US
