Financial Services Representative (Waltham, MA)

Job Description

Join Our Team as a Financial Service Representative
Location: Waltham, MA | Full-Time

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 Waltham members, w ith 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!

Why You’ll Love Working Here

• A collaborative team culture where your contributions matter
• Ongoing training and career development opportunities
• Competitive pay, benefits, and the chance to grow with a supportive organization
• The satisfaction of making a real difference in your community every day

What You'll Be Doing (Your Responsibilities)

1. Maintains a working knowledge of all products and services offered by the Credit Union.
2. 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.
3. Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
4. Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
5. 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.
6. 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.
7. Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
8. Promotes, refers and sells additional third party products as determined by the Credit Union.
9. Function as a Membership Officer in the Branch, as approved by the Board of Directors.
10. Handles opening and closing of all