Member Service Representative I

Reports To Branch Manager Job Overview 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. We are seeking a FULL TIME (30 hours) Member
Service Representative to serve as a liaison between our members and the
Credit Union. You?ll be responsible for providing account information
and managing the financial needs of our members in a professional,
timely and warm manner, executing a variety of transaction services to
members. Responsibilities and Duties ? Perform member transactions
including deposits, withdrawals, loan payments, check cashing, issuing
money orders and official checks, and initiating wire transfers. ?
Respond to all inquiries and requests from members in person or via
email/telephone, including deposit/loan account inquiries, ATM/Debit
card and iBanking questions and requests. ? Open new accounts for
members including Savings, Checking, Certificates of Deposit (CD), and
Individual Retirement Accounts (IRA). ? Cross sell and refer Credit
Union products and services as outlined in the Sales Program. ? Assist
members with the consumer loan application and closing process. May be
required to underwrite consumer loans as needed. ? Balance ATM, Vault,
Coinstream, cash recyclers, and other branch duties. ? Comply with all
State and Federal Regulations including the Bank Secrecy Act (BSA), Fair
and Accurate Credit Transactions Act (FACTA), Gramm?Leach?Bliley Act
(GLBA), and Reg E (Electronic Fund Transfers). ? Attend training
sessions and department meetings as needed. ? Assist with the opening
and closing of the Branch. Qualifications ? Bachelors degree
preferred. ? Three (3) or more years of operations and banking
experience preferred. Demonstrated ability to lead, motivate, and
influence others. ? Effective time management skills. Ability to
exercise good judgment and ability to prioritize multiple demands. ?
Bilingual in Portuguese a plus! ? Ability to calculate figures and
amounts such as discounts, interest, commissions, proportions,
percentages, area, circumference, and volume. ? Knowledge of Microsoft
Office and Outlook Compensation – Individual compensation is based on
various factors unique to each candidate, including skill set,
experience, qualifications, and other job-related reasons.