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Metro Credit Union

Member-owned nonprofit financial cooperative

Regional Member Specialist

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeDorchester, Boston, MA, USA$26 - $32 /hr

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • Experience in retail banking, financial services, retail sales, hospitality, customer service, or a related member-facing environment is required.
  • The ability to build relationships, identify needs, and deliver exceptional service is required.
  • The ability to handle financial transactions accurately and maintain attention to detail is required.
  • The ability to travel between Metro branch locations as needed is required.
  • The ability to work branch operating hours, including Saturdays, is required.

Responsibilities

  • Deliver a consistent, high-quality member experience across multiple Metro branch locations.
  • Build trusted relationships that deepen member engagement and strengthen long-term loyalty.
  • Identify opportunities to connect members with products and services that improve their financial lives.
  • Support branch operations, cash management, balancing, and compliance standards accurately.
  • Act as a resource for teammates and members during staffing changes, increased volume, or operational needs.
  • Help maintain accountability, service excellence, and teamwork across assigned branches.
  • Guide members through everyday banking needs, account opening, financial transactions, and service solutions.
  • Conduct member conversations to uncover needs and connect individuals to appropriate products, services, and lending solutions.
  • Support multiple branches with teller, member service, opening, closing, and operational responsibilities.
  • Assist members through in-person, phone, and digital service channels.
  • Handle complex member questions and escalations professionally and resolve them with ownership and urgency.
  • Complete consumer loan interviews and assist members throughout the application process.
  • Partner with Retail colleagues to contribute to branch growth, referral activity, and member retention goals.
  • Maintain compliance with regulatory, security, operational, and risk-management requirements.
  • Use approved AI tools where appropriate to improve efficiency, learning, communication quality, access to information, member communications, information retrieval, summarization, and administrative work, while exercising sound judgment and protecting regulatory compliance, privacy, and member relationships.

Desired Qualifications

  • Previous banking, credit union, or teller experience is preferred.
  • Experience opening deposit accounts and assisting with consumer lending products is preferred.
  • Experience handling member escalations or complex service situations is preferred.
  • Previous experience serving as a lead employee, trainer, or informal team resource is preferred.
  • Knowledge of consumer banking regulations and compliance requirements is preferred.

About the Company

Metro Credit Union

Member-owned nonprofit financial cooperative

Metro Credit Union is a nonprofit, member-owned financial cooperative serving individuals, families and businesses in Massachusetts. It accepts deposits through checking and savings accounts and lends money for homes, vehicles, personal needs and commercial projects, alongside business cash-management services. Members use branches, online banking and a digital branch to manage transactions, make payments and apply for financial products. Metro@work extends banking through employer partnerships, while educational resources cover subjects such as budgeting, credit and homebuying. Founded in 1926, Metro Credit Union is headquartered in Chelsea, Massachusetts.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Chelsea, MA
Founded
1926

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