Member Service Specialist

Want to be part of an organization that makes a difference? Come join our team!

Position Summary:

It is the responsibility of the Member Service Specialist to uncover and deliver ways to (1) save or make money for the member (2) save them time or provide a convenience (3) provide peace-of-mind for the member; or (4) generally improve the member’s financial knowledge. This will be accomplished by performing a variety of member service duties, including: establishing memberships, opening accounts, interviewing members for consumer and equity loans, disbursing loans, identifying members’ needs and providing services and products in their best interest. Refer members to the appropriate party for specialty financial services such as investment counseling, first mortgage applications, etc. Perform various Teller transactions, such as deposits, withdrawals, loan payments, and transfers. Educate members on financial topics, providing basic financial coaching services as needed.

High School Diploma; 2 to 5 years of experience in a customer service or sales position with experience assisting and recommending products and services to better enhance the customers’ overall well-being preferred; demonstrated cross-selling ability; excellent member service skills; and excellent computer skills, including Word, web, and Excel, as well as experience using mobile devices, tablets, etc. Previous experience working as a Teller desired.

Hours: Full-time, 37.50 hours/week, and rotating Saturdays

Reports to: East Longmeadow Branch Manager

Grade NE8: Min: $22.84 Mid: $28.55 Max: $34.26 (Per Hour)

Come experience why we have been voted BEST Credit Union in the Valley for 20 straight years!!

This position includes a fully comprehensive benefits package, including: health, dental, life, vision, flexible spending and disability insurance; paid vacation, sick, and personal time; tuition reimbursement; profit sharing and generous 401(k) plan with company match.

UMassFive is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. UMassFive is a smoke-free facility.

UMassFive requires all current and perspective employees to disclose any personal or familial relationships with those currently employed by the Credit Union. These relationships are defined as: spouse, children, parents, in-laws, aunts, uncles, cousins, brothers and sisters, and their spouses or children. Additionally, any person who lives with a current Credit Union employee and/or shares an ownership interest in any residential real property.

This position is primarily performed in a professional office environment and may include a hybrid or remote work setting. The role requires the ability to perform essential job functions such as working at a computer for extended periods and moving within the office environment as needed. Job-related requirements may include frequent keyboarding and repetitive use of hands and fingers; the ability to communicate effectively through speaking and hearing; and the ability to operate standard office equipment or specialized equipment for their specific role. Occasional physical activities may include bending, squatting, crawling, climbing, and reaching as well as the ability to lift and/or move objects weighing up to 50 pounds.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.