Sales & Service Representative West Roxbury Branch

Sales & Service Representative – West Roxbury Branch

1 week ago – Be among the first 25 applicants.

Come join our West Roxbury retail team! This position is open due to internal growth. You’ll discover a supportive work community and a great place to grow your career. We offer competitive pay rates, comprehensive benefits, and strong opportunities for advancement. All branch employees are scheduled weekly to ensure full coverage of business hours, including rotating Saturday shifts.

The Sales & Service Representative (SSR) assists in the daily operation of the branch, including keyholder responsibilities to open and close the branch. The SSR serves as a financial consultant to new and existing members by providing information about Metro’s products and services, advising on product fit, opening accounts and providing problem resolution. SSRs participate in sales and service programs and contribute to branch sales goals, providing referrals to retail partners as appropriate.

As a representative of the Metro brand, you’ll adhere to Metro’s policies, procedures and regulations while delivering excellent, quality service to members, co‑workers and management.

• Process a variety of transactions including check cashing, deposits/withdrawals, loan payments and payoffs, official checks and money orders, cash advances, etc.
• Balance work on a daily basis and stay within defined balancing guidelines.
• Provide information regarding Metro Credit Union policies and procedures to new and existing members.
• Conduct needs assessment to determine the best financial solution or product for members.
• Verify all account opening requirements have been met, including obtaining all applicable security clearances, required signatures and paperwork.
• Conduct consumer loan interviews; aid members in completion of loan applications including verifying identification, obtaining required signatures and ensuring approval conditions are met. Communicate status of loan applications to members.
• Contribute to sales and referral programs, including branch sales goals; cross‑sell products by answering inquiries and informing members of new services and product promotions; make effective referrals to retail partners.
• Resolve service problems and complaints by determining root cause, selecting and explaining the best solution, expediting correction or adjustment and following up to ensure resolution.
• Maintain member confidence and protect bank operations by keeping member information confidential.
• Train on additional secondary skills such as outbound collection calls, processing loans, answering calls from the call center, and assist other departments as required by the Universal Service program; participate in and strive to achieve assigned program goals.

• High school diploma or equivalent.
• Minimum of 1 year of banking experience preferred.

• Excellent communication skills and a customer‑focused mindset.
• Detail‑oriented and able to perform work with accuracy.
• Previous financial services and sales skills preferred.
• General knowledge of computer software, data input and Windows‑based applications.
• Dependable, responsible, and committed to excellence.
• Ability to use office equipment (calculators, ATMs, cash dispensers, coin counters, etc.) and lift teller drawers and bags of coins that can weigh up to 50 pounds.

$21.14 – $28.60 per hour.

The salary range listed gives a general idea of what we expect to offer. Your experience, unique strengths and the impact you’ll make in the role are also taken into account. We also offer a competitive benefits package and other perks that round out total compensation.

• Health, Dental, and Vision coverage for employees working a minimum of 20 hours per week;
  Metro provides assistance toward premiums and copays.
• Sales incentives and annual retention bonus vesting program.
• Three weeks paid vacation; 11 paid holidays.
• 401(k) with matching plan – Metro contributes 3% regardless of employee contribution.
• Wellness incentives;
  Employee Assistance Program;
  Flexible Spending Account;
  Health Savings Account;
  Prescription Drug program; range of voluntary benefits (LTD, STD,…