Member Service Representative I

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
PART TIME (up to 32 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. ? Must be able to work every
Saturday (8:30 am – 1:00 pm) 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 – Target hourly wage: $18 – $22 per
hour, in addition to other benefits. – Individual compensation is based
on various factors unique to each candidate, including skill set,
experience, qualifications, and other job-related reasons.