Newton Branch - Sales and Service Representative

Newton, MA, USA Req #249
Wednesday, May 11, 2022

Come join our amazing Newton team! You’ll find a wonderful work community and a place to develop your career.  We offer competitive payrates, comprehensive benefits, and great growth potential.

Sales & Service Representative

The Sales & Service Representative (SSR) assists in the daily operation of the branch including keyholder responsibilities to open/close the branch.  The SSR serves as a financial consultant to new and existing Members by providing information about Metro’s products and services, assists and advises Members in determining which products and services best meet their needs, opens Member accounts and provides problem resolution. SSRs participate in sales and service programs and contribute to branch sales goals.  As a representative of the Metro brand, you’ll adhere to Metro’s policies, procedures and regulations in providing excellent, quality service to members, co-workers, and management.   


We are looking for Part Time (25-30 hours) and Full Time (40 hours) availability to assist the branch during the following hours of operation:

Monday-Wednesday: 9:00am – 5:00pm

Thursday-Friday: 9:00am – 6:00pm

Saturday: 9:00am – 1:00pm



Core Responsibilities:

  • Assist in the daily operation of the branch:
    • Open and close branch as needed.
    • Assist with balancing branch by performing branch settlement in line with documented SOPs (Standard Operating Procedures); review teller transactions to ensure compliance with policies and procedures
    • Maintain cash limits and supply; distribute negotiable instruments.
    • Perform branch settlement.
    • Process fee waivers and refunds.
    • Service and balance all ATMs and cash/coin machines.
    • Approve checks and withdrawals in excess of BSSR limits.
    • Assist in branch audits, issues and destroy bait money, report counterfeit currency and prepares CTRs.
    • Perform system overrides as required.
    • Authorize waiving of check holds when appropriate.
    • Sign official checks up to designated authority level.
    • Serve as backup to teller line, as needed
  • Open deposit accounts for Members after performing needs assessment to determine best financial solution.  Accurately complete all account opening requirements, including obtaining all applicable security clearances and required signatures.  
  • Conduct consumer loan interviews and home equity loan interviews; assist Members in the completion of loan applications including verifying identification, obtaining required signatures and ensuring that approval conditions are met.  Communicate the status of loan applications to Members.  Contribute to branch sales goals, makes effective referrals to retail partners (mortgage lending, commercial lending, Metro Insurance Advisors, Investment Program). 
  • Resolve product and service complaints by determining cause of the problem, selecting and explaining the best solution, expediting correction/adjustment and following up to ensure resolution.
  • Comply with all Metro policies and SOPs, with particular attention paid to OFAC and security transactions, and Bank Secrecy Act.  Maintain Member confidentiality and protect bank operations by keeping information confidential. 



  • Education and Experience  
    • High school diploma or equivalent
    • Minimum of 1 year of banking experience required
  • Skills and Traits
    • Excellent communication skills with a demonstrated ability to focus on the customer
    • Ability to perform work with accuracy and attention to detail
    • Previous financial services and sales skills preferred
    • General knowledge of computer software, data input, and Windows-based applications
    • Dependable, responsible, and a commitment to excellence
    • Ability to use office equipment (calculators, ATMs, cash dispensers, coin counters, etc.) and lift teller drawers and bags of coins that can weigh up to 50 pounds

Why Join our team:

  • Comprehensive Benefits:
    • Health, Dental, and Vision coverage for employees working minimum of 20 hours/week; Metro provides assistance toward premiums and copays
    • Annual bonus eligibility; annual retention bonus vesting program
    • 401(k) with matching plan & safe harbor plan – allowing every employee to save for retirement
    • Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D)
    • Discounts on Pet Insurance
  • Strong growth opportunities with development plans and position-related or job-related tuition assistance to help you attain your long-term career goals
  • Growing, dynamic environment - no day is ever the same and join an exceptional team
  • Exceptional training program (classroom, on-the-job, and mentoring) – you bring a service-oriented attitude and a strong work ethic, we’ll train you for success!
As a condition of employment, this job will require employees to be vaccinated for COVID-19.  Accordingly, new hires must show proof of COVID-19 vaccination.  If you need an accommodation of any kind, including related to this job requirement, please discuss with Human Resources.  

All retail positions located within our branches do not offer remote work arrangements and require initial training on-site in our Chelsea location.

About Metro Credit Union: As the largest state-chartered Credit Union in Massachusetts, our focus has always been helping local people, businesses and non-profit organizations reach their goals. Our perspective is unique because it is local and hyper-focused on the specific needs of our local communities. We are a high performing, financially sound, not-for-profit, financial cooperative, owned by and operated for our Members.  Our commitment is to provide quality banking solutions that support the economic vitality of the individuals and businesses within the markets we serve. This commitment strengthens local communities, creating a positive impact on people's lives.

Other details

  • Pay Type Hourly
Location on Google Maps
  • Newton, MA, USA