Job Description
Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We’re looking for a Financial Service Representative to serve our Danvers members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we’d love to meet you!
Responsibilities What You'll Be Doing (Your Responsibilities)
- Maintains a working knowledge of all products and services offered by the Credit Union.
- Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience.
- Focused on relationship deepening by creating member interest in additional products and services.
- Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
- Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
- Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
- Originates and closes all loan types via direct member contact, telephone, mail and fax applications.
- Uses loan processing system to create approved documents for funding and disbursement.
- Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail.
- Demonstrates full knowledge of applicable state and federal regulations and laws.
- Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
- Promotes, refers and sells additional third-party products as determined by the Credit Union.
- Function as a Membership Officer in the Branch, as approved by the Board of Directors.
- Handles opening and closing of all account types and completes all proper documentation.
- Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager. Assists Call Center with resolution of member issues on a daily basis.
- Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
- Fills in at other branches as requested.
Requirements/Skills Needed What We’re Looking For (Your Qualifications)
- Minimum of high school diploma or equivalent is required.
- Minimum of two years Customer Service experience preferably in a financial institution.
- Strong interpersonal, written/verbal communication and organization skills required.
- Demonstrated ability to deal effectively with members and staff is essential.
- Experience with personal computers in a windows environment including Outlook, Excel and Word.
- Flexibility of work hours and proven reliability/dependability required.
- Must be able to handle multiple tasks effectively and accurately.
- Must have excellent cross-selling and problem solving skills.
- Must possess a professional and positive attitude and image to all of our members, at all times.
- Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
How to Apply
- Navigate to
- Click on "Join Our Team" to be brought to our career center
- On the left side of your screen, locate "Current Openings"
- Locate the position you are interested in and apply!
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