Data Analyst
St. Mary's Credit Union job in Marlborough, MA
If you are looking to join a great place to work that is growing, progressive, offers development opportunities, has an awesome team, and outstanding benefits, we want to hear from you. This is a hybrid position at our main office in Marlborough. Applicants must be able to report to our main office in Marlborough, MA.
Summary:
Under the direction of the Finance Manager, supports organization-wide data management including data mining, reporting, and analysis.
Primary Responsibilities:
Strong Data Analytics skills and the ability to support organization-wide data management including data mining, reporting, and analysis. Must a proactive and an independent thinker. Requires strong analytical, organizational, and problem-solving skills as well as strong interpersonal skills with the ability to work with management, peers and technical staff.
Essential Functions:
* Responsible for the production, delivery and maintenance of company data.
* Assist and/or manage and execute various projects, ensuring timely and accurate delivery.
* Assists with analysis of data, including results that may assist management in identifying trends, red flags, or areas of opportunity.
* In conjunction with the Financial Analyst, acts as secondary analyst and report developer for the credit unions data warehouse environment.
* Analyze and troubleshoot data issues.
* Responsibilities include data analysis, report development and data extracts. Work with business lines to gather and document data requirements and report parameters, determine feasibility, and design, validate and deploy reporting and data solutions within agreed upon time frames.
* Assist with scheduling and monitoring delivery of automated data warehouse report production jobs.
* Contributes to a positive work environment and SMCU image by maintaining courteous, respectful and effective interaction, teamwork and communication with employees and members to enhance positive behaviors and employee satisfaction.
* Responsible for meeting or exceeding assigned service goals.
Other Duties
* Attend staff, departmental, and other required meetings and trainings
* Provides service to our membership communities by actively volunteering time to local civic and charitable organizations.
* Performs related technical support duties as may be assigned or requested.
Qualifications, Experience, and Education
* Bachelor's degree in accounting or finance, or equivalent combination of education and experience.
* At least one year of experience as a data analyst, preferably in a financial institution.
* Working knowledge of finance, including but not limited to interpreting financial statements, identifying and assessing quantitative and qualitative trends, marketing metrics, and loan and deposit behaviors
Computer and Equipment Skills
* Foundational computer skills, including Microsoft Office Suite and the Internet. Ability to navigate at a basic level within web-based applications.
* Use of Outlook email and calendaring.
* Advanced skills with Microsoft Excel, Power Point, Crystal Reports, SQL, Python and/or other applications.
* Use of online teleconferencing software (e.g., Zoom or Teams).
Competencies
The competencies of adaptability, accountability, improvement and innovation, collaboration, communication, job knowledge, customer (internal and external) service, organizational awareness, and self-development are the knowledge, skills and abilities required for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
Usual office working conditions with absence of most disagreeable conditions and with occasional exposure to noise.
Physical Demands
While performing the duties of this position, the individual is required to use hands, handle and feel objects, tools or controls; reach with hands and arms; talk and hear. The individual frequently is required to stand, walk and sit. The individual is occasionally required to stoop, kneel, crouch or lift up to fifteen pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Online Services Advisor
St. Mary's Credit Union job in Marlborough, MA
Are you looking for a career that is exciting, challenging, rewarding and allows you to make a difference in your community?
At St. Mary's, we are more than just a financial institution: we are also a trustworthy member of the community we serve. As a not-for-profit organization, our purpose is not to take money from our members - but to actually provide a safe and secure place for them to keep and invest their assets. After all, our members are also the owners of the credit union!
Looking for development opportunity and career progression? Our growing Member Solutions Center is the place to be! We are looking for motivated, problem solvers to join our contact center team. As an Online Services Advisor at St. Mary's Credit Union, you will use your critical thinking and problem-solving skills to their fullest to help our neighbors meet their financial goals.
Why you'll love St. Mary's .
Great Benefits - medical, dental, vision and more!
Weekly Pay
Employee Discounts
Active in our communities through multiple volunteer opportunities.
Opportunity to work from home 1 - 2 days per week
Why you'll love the Member Solutions Center
Team atmosphere - Everyone's working towards the same goal.
New learning opportunities every day.
Leadership that cares about you, not just the job you do.
Feel good about the work you do.
Fast paced environment - Your days will fly by.
Summary
Under the direction of the Online Services Supervisor, the Online Services Advisor is responsible for completing various activities such as enrollments, troubleshooting, research, and day-to-day support of all Digital Banking products including, but not limited to consumer or business online banking, mobile banking, online account opening, mobile deposit, online bill pay, Zelle, and ATM/Debit cards. Provides a full range of professional, technical, and general support to customers and SMCU personnel via phone, email, and chat in conformance with established Credit Union policies and procedures.
Essential Job Functions
Be a Digital Banking expert at SMCU, including knowledge of processes, systems, policy, and procedures.
Supports consumer and business online and mobile banking, bill pay, person- to-person payments, business ACH and wires, and eStatements, as well as participates in the implementation of emerging technologies.
Maintains ownership of delivering a consistent and exceptional member service experience to visitors and members via live chat, SMS's, email, and other digital applications. Resolve customer complaints and issues promptly and communicate all customer service-related issues/problems to management.
Processes Digital Banking reports and performs manual clean-up of data (inactive profiles, eStatement changes, removing closed accounts from Bill Pay, Zelle, etc.)
Support pipeline of new deposit account applications submitted via online/mobile account opening system adhering to member identification processes. Adopts responsibility for establishing new accounts and product/service fulfillment.
Responsible for working with the Security & Fraud staff to identify, investigate, perform member outreach or suspend any electronic payment transactions identified.
Processes sales and service calls transferred by other Member Solutions Center representatives.
Maintains effective knowledge of all SMCU products and services in order to grasp opportunities to upsell products/services when they arise to meet member needs and expand their overall relationship with SMCU.
Meet or exceed individual and team qualitative and quantitative goals.
Attend/complete ongoing training to improve knowledge and performance level.
Understand and adhere to SMCUs risk and regulatory standards, policies and controls and keeps current of regulatory, compliance and industry developments. Identify risk-related issues needing escalation to management.
Ensure the security and confidentiality of all account and related information and for ensuring that completed work complies with all applicable laws and regulations.
Other Duties
Attend staff, departmental, and other required meetings and trainings.
Travel to client or prospect locations, conferences, or other professional development and networking events.
Provides service to our membership communities by actively volunteering time to local civic and charitable organizations.
Other duties as assigned.
Qualifications, Experience, and Education
High School diploma or GED plus specialized coursework in retail services.Minimum of two years' previous loan, banking, or financial services experience in a customer support role is required.
Ability to utilize various types of office equipment, including computer terminals, and navigate multiple computer applications
Strong written and verbal communication skills in a fast-paced environment, impeccable attention to detail, strong organizational skills, and the ability to handle confidential and sensitive information are required
Must show ability to perform detailed functions quickly and accurately with customer focus and adaptability to different personality types with high energy; proven ability to effectively multitask in a fast-paced environment.
Bilingual and fluent in English and Spanish or Portuguese is preferred (written and verbal).
Computer and Equipment Skills
Foundational skills in various desktop and mobile application platforms and operating systems, including Microsoft Windows, Apple Safari, Android, iOS, and Chrome.
Use of Outlook email and calendaring.
Strong skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint, Access and/or other web-based applications. May produce complex documents, perform analysis, and maintain databases.
Proficient in collaboration platforms such as Microsoft Teams, Cisco Webex, and ZoomAbility to navigate at an advanced level within web-based applications.
Competencies
The competencies of adaptability, accountability, improvement and innovation, collaboration, communication, job knowledge, customer (internal and external) service, organizational awareness, and self-development are the knowledge, skills and abilities required for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
Usual office working conditions with absence of most disagreeable conditions and with occasional exposure to noise.
Physical Demands
While performing the duties of this position, the individual is required to use hands, handle and feel objects, tools or controls; reach with hands and arms; talk and hear. The individual frequently is required to stand, walk and sit. The individual is occasionally required to stoop, kneel, crouch or lift up to fifteen pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. We are proud to be an EEO/AA employer M/F/D/V
Auto-ApplyIT Solutions Specialist
Remote or Littleton, MA job
Job Title: IT Solutions Specialist
Department: Information Technology
Department Location: Littleton, MA
Reports To: Director, Digital Workspace
Career Stream: Individual Contributor
Classification: Hybrid/On-site with local travel
Exemption: Non-Exempt
Pay Grade: 9
Pay Grade Range: $26.98 - $33.72
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The IT Solutions Specialist role is responsible for delivering first-line technical support to end-users across the organization. This position focuses on resolving routine IT issues, escalating complex problems appropriately, and ensuring a consistently high level of customer service.
As part of the Digital Workspace team, the IT Solutions Specialist plays a hybrid role that combines frontline support with platform stewardship. This includes supporting users, managing enterprise platforms, and contributing to strategic IT initiatives that enable secure, scalable, and modern workplace experiences.
This role also includes onsite support at branch locations throughout Central Massachusetts, requiring weekly local travel to ensure consistent IT service delivery and effective stakeholder engagement.
ESSENTIAL JOB DUTIES:
End-User & Device Support
Provide Tier 1-3 support for desktops, laptops, mobile devices, printers, and peripherals.
Troubleshoot OS, application, and network connectivity issues across Windows, iOS, Android environments.
Support onboarding/offboarding processes, device provisioning, and user access management.
Deliver onsite support to branch offices across Central MA as needed.
Maintain accurate documentation of support requests, resolutions, and SOPs.
Platform & Systems Administration
Manage and optimize Microsoft 365 services (SharePoint, Teams, Exchange Online, OneDrive).
Administer Entra ID, Trad Active Directory, GPO, Conditional Access, DLP, and Microsoft Purview policies.
Support Sentinel integration and incident response workflows.
Lead patching and vulnerability management across endpoints and infrastructure.
Networking & Infrastructure
Administer Cisco Meraki or similar networking platforms.
Monitor performance, implement upgrades, and ensure secure connectivity.
Project & Process Leadership:
Drive cross-functional IT projects from planning to execution.
Coordinate release cycles, change management, and stakeholder communications.
Support Jira workflows, automation, and integrations; assist with Confluence and Atlassian tools.
Governance & Vendor Management:
Ensure compliance with IT policies, procedures, and audit requirements.
Own relationships with key vendors and service providers.
Manage contracts, renewals, and performance metrics.
Qualifications:
Bachelor's degree in Information Technology or related field (or equivalent experience).
3+ years of experience in IT support, systems administration, or digital workspace roles.
Strong expertise in Microsoft 365, Entra ID, and cloud security frameworks.
Experience with Cisco Meraki or similar networking technologies.
Familiarity with Microsoft Administration, Power Platform, Purview, Jira, and Confluence.
Excellent problem-solving, communication, and project coordination skills.
Certifications such as CompTIA A+, Microsoft Certified: Modern Desktop Administrator, Security+, or ITIL are a plus.
Valid driver's license and ability to travel locally to branch sites as needed.
WORK ENVIRONMENT:
Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Professional office environment.
Regular use of computers, phones, and standard office equipment.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, and fax machines.
Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplySVP, Enterprise Project Management Office, Full-Time, Hybrid Marlborough MA
Remote or Marlborough, MA job
What You'll Do Summary/Objective: The position provides overall leadership for the project management & business analysis teams, enterprise-wide project governance, portfolio management, and large-scale transformation initiatives. This role ensures disciplined execution of projects that deliver on the organization's strategic objectives. By driving operational excellence and fostering a culture of accountability, the SVP enables innovation, empowers members, and strengthens trust in the credit union's ability to deliver reliable financial experiences. Success in this role ensures projects are delivered on time, within scope, and with measurable business impact.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Manage the EPMO Teams and Strategic Portfolio
* Lead and develop the EPMO teams, ensuring team objectives are met
* Oversee the enterprise portfolio of initiatives, ensuring balanced investment and measurable outcomes
* Monitor performance metrics and deliver transparent reporting to executive leadership and the board
* Drive decision-making on project continuation, acceleration, or termination based on business value
* Lead Enterprise Project Governance
* Establish and enforce project management standards, frameworks, and methodologies across the organization
* Ensure alignment of all projects with corporate strategy and regulatory requirements
* Provide executive oversight for project prioritization, resource allocation, and risk management
* Deliver Large-Scale Transformation
* Lead planning and execution of complex, cross-functional transformation programs
* Ensure timely delivery of merger-related integration projects and strategic initiatives
* Champion change management practices to support adoption and minimize disruption
* Enable Business Analysis and Insights
* Direct the business analysis function to provide actionable insights for project scoping and requirements
* Ensure accurate documentation of business needs and alignment with technology solutions
* Promote data-driven decision-making throughout the project lifecycle
* Foster Innovation and Continuous Improvement
* Integrate design thinking and lean methodologies into project delivery where applicable
* Identify opportunities to streamline processes and enhance project efficiency
* Build a high-performing team culture focused on collaboration, accountability, and results
* Perform other job-related duties as assigned or requested
* Complies with regulatory complaince and assigned training requirments
What You'll Need
Education & Experience:
* Required education: Bachelor's degree or 4 additional years of relevant experience in lieu of a degree, advanced degree is preferred
* Required experience: 12 - 15 years of relevant experience, including 10+ years as a people leader
Qualifications & Skills:
* Skills:
* Expertise in project governance, portfolio management, and change leadership
* Strong strategic planning and analytical capabilities
* Exceptional communication and stakeholder management skills
* Ability to lead cross-functional teams and influence at all levels
* Technical Knowledge:
* Proficiency in project management software (e.g., Microsoft Project, Smartsheet, or similar)
* Familiarity with portfolio management tools and reporting dashboard
* Certifications: PMP, PgMP, or Portfolio Management Profession (PfMP) required; Agile or Lean certifications preferred
* Other requirements: Ability to travel between dual headquarters (MA or OR) and to key project sites as needed
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to *************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Excepted Pay Range
$316,000 - $340,000
PT UNIVERSAL AGENT FLOAT
Greenfield Town, MA job
This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties
Essential Functions/Position Responsibilities:
· Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.
· Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
· Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity.
· Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
· Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.
· Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
A minimum of 6 months to one-year previous financial institution experience required including time spent in preparatory position. Bilingual highly preferred.
Education/Certifications/Licenses
A high school degree or GED is required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Travel
Float positions require the ability to travel to other branches as scheduling needs require.
Salary Description Market Value $23.83
Retail Account Operations Specialist
Littleton, MA job
Job Title: Retail Account Operations Specialist
Department: Branch Administration
Department Location: Littleton, MA
Reports to: Director, Retail Operations & Optimization
Career Stream: Individual Contributor
Classification: Hybrid
Onsite Frequency: Primarily works on-site at a Branch or HQ
Pay Grade: 8
FLSA Status: Non-Exempt
Pay Grade Range: $23.84 - $29.80 - $35.76
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The Retail Account Operations Specialist is responsible for auditing all new accounts opened through retail branches and reviewing maintenance performed on existing accounts to ensure compliance with internal policies, regulatory requirements (KYC, AML, BSA), and operational standards. This role safeguards the credit union's reputation, ensures regulatory compliance, and protects members' financial interests by maintaining account integrity and mitigating risk. Success in this position requires a high level of diligence, attention to detail, and strong analytical skills to identify errors, missing documentation, and potential fraud. Daily responsibilities include monitoring new account reports, reviewing maintenance activities, and applying sound judgment and knowledge of credit and financial analysis principles. This role also oversees ACH audit reviews and debit card limit changes as part of maintenance change audit review processes, ensuring compliance and risk mitigation.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Audit all new accounts opened across retail branches daily, ensuring accuracy, completeness, and compliance with internal policies and regulatory requirements (CIP/KYC, AML, BSA).
Review maintenance transactions on existing accounts (e.g., address changes, ownership updates, product conversions) for proper authorization and compliance.
Monitor daily new account reports to identify missing documentation, errors, or potential signs of fraud, report findings to appropriate parties for correction.
Prepare detailed audit logs, summaries, and monthly compliance reports, including identified risks and recommended actions.
Collaborate with branches, Retail Operations leadership, and the Risk Department to resolve exceptions and strengthen compliance processes.
Assist in developing and implementing policies, procedures, and strategies to enhance account review processes and mitigate risk.
Provide guidance and training to branch staff on account opening and maintenance standards, suspicious activity identification, and compliance requirements.
Conduct quarterly training sessions or workshops to raise awareness of account review procedures and promote compliance.
Collect documentation for external audits and respond to auditor inquiries during review processes.
Pull and manage ACH audit reviews to verify accuracy, authorization, and compliance with internal and regulatory standards.
Review and manage debit card limit changes under maintenance change audit review, ensuring proper documentation and adherence to policy.
Stay current with regulatory requirements and industry best practices related to account review and financial crime prevention.
Attend weekly on-site team meetings at Littleton HQ with the Retail Services team.
Demonstrate behaviors aligned with the credit union's Fundamentals as part of the Workers Way culture program.
Education
HS diploma or equivalent required.
Experience
Thorough working knowledge of Account Review Process, 3-5 years of experience in frontline operations and compliance in a financial services environment.
Knowledge/Skills/Abilities/Competencies
Skilled in Microsoft Office Outlook, Word, and Excel.
Strong understanding of core banking systems and compliance platforms.
Strong communication skills, interpersonal communication, problem solving, and critical thinking.
Very strong detail orientation and organizational skills.
Able to multi-task in an office environment.
Must possess self-initiative, motivation, and confidence in work abilities.
Team-oriented individual who works well with colleagues.
Ability to work independently.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
This role is currently classified as a Hybrid position. However, the classification is subject to change based on business needs.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
Occasional travel to other work locations maybe be required.
About Workers Credit Union : Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplyBusiness Intelligence Analyst
Remote or Littleton, MA job
Job Title: Business Intelligence Analyst
Department: Information Technology
Department Location: Littleton, MA
Reports To: Director, Data Analytics
Career Stream: Individual Contributor
Classification: Hybrid/On-site with local travel (Must be able to travel locally on site to be considered)
Exemption: Exempt
Pay Grade: 11
Pay Grade Range: $72,072.62 - $90,090.89
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The Business Intelligence Analyst plays a critical role in enabling data-driven decision-making across the organization. This role is responsible for designing, developing, and delivering actionable insights through modern analytics platforms, primarily Power BI. The analyst partners closely with business leaders to understand strategic objectives, translate them into analytical solutions, and foster a culture of data-informed decision-making.
This position supports Workers Credit Union's transformation toward a federated, proactive analytics model by delivering high-impact visualizations, ensuring data integrity, and contributing to the development of scalable, self-service analytics capabilities.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Insight Development & Visualization:
Collaborate with business stakeholders to understand strategic goals and translate them into analytical requirements.
Design and build intuitive, interactive dashboards and reports using Power BI.
Identify trends, patterns, and opportunities that drive business performance and strategic alignment.
Promote and track meaningful KPIs across departments.
Stakeholder Engagement & Enablement
Serve as a trusted analytics partner to business units, helping them interpret data and apply insights across a portfolio managed by the Analyst.
Support the development of self-service analytics capabilities and data literacy across the organization.
Provide consultative guidance on data usage, visualization best practices, and performance measurement.
Data Quality & Governance
Ensure accuracy, consistency, and reliability of data used in reporting and analysis.
Collaborate with data engineering and governance teams to resolve data quality issues and improve data pipelines.
Maintain documentation and metadata for reports, dashboards, and data sources.
Project Execution & Continuous Improvement
Lead or support analytics projects from requirements gathering through deployment and support.
Continuously improve reporting assets based on user feedback and evolving business needs.
Contribute to the development of analytics standards and governance frameworks.
Innovation & AI Enablement
Workers Credit Union is actively investing in AI and Generative AI to transform how data is used across the organization. The Business Intelligence Analyst will contribute to this effort by:
Exploring opportunities to integrate GenAI into reporting and dashboarding workflows, using tools such as CoPilot & Azure OpenAI.
Partnering with data engineering and business teams to identify use cases for AI-driven insights.
Supporting the development of scalable, AI-enhanced analytics solutions that improve decision-making and member experience
Other Duties:
Performs additional duties or responsibilities as required, requested, or deemed appropriate.
May be asked to provide coverage in other WCU departments, functions, or business units as needed.
Complies with all WCU policies and procedures.
Contributes to departmental and organizational projects and initiatives as assigned.
Maintains the confidentiality of all member and credit union information at all times.
Education
Bachelor's degree in Data Analytics, Information Systems, Business Intelligence, or related field.
Experience
3+ years of experience in analytics, business intelligence, or data visualization.
Proven experience with Power BI (Tableau experience a plus).
Experience working directly with business stakeholders to deliver insights.
Skills & Competencies
Strong analytical thinking and problem-solving skills.
Strong Business Acumen, Establishing Business Requirement Definitions, working with cross-functional stakeholders.
Excellent communication and storytelling abilities using data.
Proficiency in data modeling, DAX, SQL, and visualization design.
Familiarity with data governance, MDM, and data dictionaries.
Ability to work independently and collaboratively in a hybrid environment.
Work Environment:
This job operates in a professional office environment
Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
Ability to travel to other work locations as required.
About Workers Credit Union : Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplyMortgage Closer
Littleton, MA job
Job Title: Mortgage Closer Department: Mortgage Lending Department Location: Littleton, MA Reports to: Senior Director, Mortgage Production Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: On-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 8
FLSA Status: Non-Exempt
Pay Grade Range: ($23.84 - $29.80 - $35.76)
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Ensures a seamless and compliant closing process by performing thorough pre-funding audits and preparing all required closing documents with precision. This role collaborates closely with cross-functional teams to swiftly resolve any issues that could impact the closing timeline, thereby ensuring timely and efficient fundings. Additionally, the Closer maintains detailed records to meet audit standards and drive continuous process improvements.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* Conduct a comprehensive pre-funding audit of mortgage and home equity files to ensure data accuracy, complete documentation, and compliance with investor, regulatory, and credit union policies.
* Collaborate with the Closing Agent, Attorney, or branch to schedule closings, confirming that all necessary pre-closing documents (e.g., insurance binder, title commitment, funds-to-close) are in place, and update the loan software and posting journal with the closing date.
* Generate the pre-Closing Disclosure and ensure it is delivered to the member via mail or electronically to meet regulatory requirements in order to close timely.
* Inform the closing attorney that the first mortgage is cleared to close and request essential documents, including the closing date, title report, payoff, and tax information.
* Prepare and deliver the closing documents to the appropriate Closing Agent, Attorney, or branch.
* Order the LQCC report as needed, obtain member feedback when credit report changes occur, and perform a verbal employment verification prior to loan closing.
* Execute the investor quality control check by validating loan data against underwriting data and addressing any errors.
* Collaborate with underwriting, processing and origination teams to resolve escalated issues and ensure timely closings.
* Submit the Uniform Closing Dataset (UCD) to the investor as mandated, reviewing and resolving any feedback-related errors.
* Support post-closing quality control by identifying and addressing documentation or compliance issues that arise after funding.
* Demonstrate behaviors in line with the Credit Union's Fundamentals as part of the Workers Way culture program.
* Assume additional responsibilities as required.
Other Duties:
* May be asked to provide coverage in other WCU branches or departments.
* Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education
* High School Diploma or Equivalent Required.
Experience:
* A minimum of 2-4 years of experience in mortgage closing or related roles, with a strong understanding of closing procedures, loan documentation, and regulatory compliance. Skilled in preparing and reviewing closing documents, coordinating with attorneys and closing agents, and resolving issues that may impact funding timelines. Proficient in mortgage software systems and known for attention to detail, organizational skills, and effective communication are crucial to being successful in this role.
* Additional Qualifications for Senior Mortgage Closer:
* 4-7 years of experience in mortgage closing, including handling complex loan types such as construction, portfolio, and multi-disbursement loans. Demonstrated expertise in investor and regulatory closing guidelines, with experience mentoring junior closers and leading quality control efforts. Proven ability to manage high-volume pipelines, support post-closing issue resolution, and contribute to process improvements and team development.
Knowledge/Skills/Abilities/Competencies:
* A successful Mortgage Closer brings a strong working knowledge of closing procedures, loan documentation standards, and regulatory requirements such as TRID and RESPA. Proficiency in mortgage software systems and closing platforms is essential for ensuring accuracy and efficiency throughout the closing process. The role requires exceptional attention to detail, time management, and organizational skills to manage multiple closings and meet strict deadlines. Effective communication and collaboration are critical for coordinating with attorneys, title companies, and internal teams to resolve issues and deliver a seamless member experience.
* Senior-level closers are expected to demonstrate advanced understanding of investor and secondary market closing guidelines, contribute to quality control efforts, and support the implementation of procedural improvements. They should also be capable of interpreting regulatory changes, mentoring peers, and escalating trends or risks to management when appropriate.
Work Environment:
* This role is currently classified as a hybrid position. However, the classification is subject to change based on business needs.
Physical Demands:
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
* Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Mortgage Underwriter
Remote or Littleton, MA job
Job Title: Mortgage Underwriter Department: Mortgage Lending Department Location: Littleton, MA Reports to: Mortgage Underwriting Manager Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: On-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 11
FLSA Status: Exempt
Pay Grade Range: ($72,072.62 - $90,090.83 - $108,109.04)
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Responsible for underwriting first mortgages and home equity loan applications. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* Underwrites first mortgage loans in compliance with all secondary market requirements, private mortgage insurance requirements, regulatory requirements and Workers Credit Union policies.
* Underwrites home equity loans in accordance with private mortgage insurance requirements, regulatory requirements and Workers Credit Union policies.
* Evaluates borrower creditworthiness and collateral to determine loan eligibility and assess overall risk to the credit union.
* Exercises sound judgment in approving, suspending, or denying loan applications based on a comprehensive risk analysis.
* Uses analytic tools (i.e. Collateral Underwriter, fraud prevention, etc.) in the risk assessment of the loan to determine requirements to meet legal and investor requirements.
* Ensures underwriting decisions align with the credit union's risk appetite, lending policies, and regulatory requirements.
* Remains current on investor and mortgage insurance guidelines.
* Prepares commitment letter for home equity and first mortgage loans.
* Clears loans for closing by ensuring pre-closing conditions have been satisfied.
* Reviews and decisions subordination requests according to loan policy.
* Provides the origination staff with support for the review of preapprovals.
* Uses knowledge of investor and mortgage insurance guidelines along with loan policy to not only approve loans as submitted but to restructure loans as required to obtain an approval.
* Tracks key milestones such as contingencies, closing dates, and rate lock expirations; communicate proactively with all applicable teams.
* Collaborates with internal stakeholders to resolve complex loan issues and ensure timely decision-making.
* Prepares and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
* Maintains confidentiality of all data.
* Upholds the Workers Credit Union "Workers Way" culture through daily interactions and behaviors.
* Performs other duties as assigned to support departmental and organizational goals.
Other Duties:
* May be asked to provide coverage in other WCU branches or departments.
* Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education
* High School Diploma or Equivalent Required.
Experience:
* 2-5 years of experience in secondary mortgage underwriting. Knowledgeable in real estate lending guidelines and regulations including secondary market. Skilled in evaluating borrower credit, collateral, and capacity in accordance with investor and regulatory guidelines. Proficient in using loan origination systems (LOS) and automated underwriting systems (AUS). Known for sound judgment, attention to detail, efficiency in pipeline management, and effective communication with Originators, Processors, and Closers to ensure timely and accurate closings.
* Additional Qualifications for Senior Mortgage Processor:
* 5-8 years of experience in secondary mortgage underwriting, including complex loan types such as jumbo, construction, non-conforming and portfolio products. Demonstrated ability to assess risk, make high-level credit decisions, and mentor junior underwriters. Experienced in leading underwriting process improvements and maintaining high-quality standards in a fast-paced environment. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.
Knowledge/Skills/Abilities/Competencies:
A successful Underwriter demonstrates deep knowledge of mortgage products, investor guidelines, and regulatory requirements (including TRID, RESPA, and HMDA). Proficient in loan origination systems (LOS), AUS platforms, and document management tools. Strong analytical and decision-making skills are essential for assessing credit risk and ensuring sound underwriting decisions. Must be detail-oriented, organized, and capable of managing multiple priorities. The role requires confidentiality, adaptability, and collaboration with internal teams to ensure efficient, compliant, and risk-aligned loan underwriting.
Work Environment:
* Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Senior Resolution Representative
Littleton, MA job
Job Title: Senior Resolution Representative Department: Member Solutions Department Location: Littleton, MA Reports to: VP Member Solutions Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: Works on-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 9
FLSA Status: Non-Exempt
Pay Grade Range: $26.98-$33.72
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Collects delinquent accounts to minimize the potential loss to the credit union.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* Performs collection activities on delinquent accounts greater than 30 days past due including minimum daily call requirements for outbound volume, answer ACD and direct inbound calls, emails, and written correspondence as necessary to resolve delinquent accounts with members.
* Process internal payment transfers
* Process payments over the phone and ensure proper credit to loan
* Review unapplied/ACH reject payments for proper processing
* Consults with members to assist in preventing delinquency by arranging payment plans. Review credit reports and other financial information to recommend a solution to resolve delinquency(ies) including modification, deferment, troubled debt restructure, and the like.
* Review and recommend accounts for charge off
* Gather asset value, vehicle condition, photos, and expenses on impounded vehicles and voluntary surrenders. If necessary, order a field audit. Review findings with AVP and/or VP of department
* Performs skip tracing when necessary (no communication, possible fraud, returned mail, disconnected phone numbers, no lien etc)
* Send Right to Cure / Demand notices (certified and regular mail) to borrower and coborrower(s). Check state where property is located to ensure our compliance with demand notice and related actions.
* Verify our lien has been placed, confirm not active duty (SCRA), update collateral value, and assess the loan to value before placing for repossession
* Assign approved delinquent accounts to a repossession agency. If out of state, contacts agent to get necessary paperwork such as fees and charges as well as bond insurance. Provide repossession agents with any necessary documentation, which would facilitate them locating the vehicle.
* Follow up on all accounts assigned for repossession with agent regarding the status and any updated information.
* Once a vehicle has been repossessed, send a Redemption Letter within allowed timeframe (certified and regular mail), review the condition report, determine if keys are needed (if not redeemed) and take appropriate action.
* Review, approve, process invoices, and determine if fee will be assessed to loan
* Work with member until unit is redeemed or prepped (keys and title) to be transported to auction.
* Prepares and files skip and damage claims with the credit union's insurance carrier, in a timely manner
* Updates collection notes with all collection actions and activity in a concise and timely manner
* Monitors and maintains Bankruptcy Accounts. Updates Bankruptcy report monthly. Files necessary paperwork with court to protect the Credit Union's interest in an asset and/or account. Work with our bankruptcy attorney.
* Adheres to established policies and procedures as well as state and federal regulations governing collection activities.
* In office requirements to mail time sensitive letters (demand and redemption letters) regular and certified mail. Also, document returned mail in the collection system. File requested titles on the tickler filing system.
* Act as a mentor for other Member Solutions staff, sharing acquired knowledge as needed.
* Maintains confidentiality of all data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
* Performs additional duties as requested
Other Duties:
* Adhere to all WCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent from time to time.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education
* HS diploma or equivalent.
Experience
* Five years of collections experience
Knowledge/Skills/Abilities/Competencies
* Knowledge of Collection practices and law, bankruptcy law and court procedures; telephone collection skills; knowledge of COCC computer system and IBS collection package; computer skills.
* Bilingual proficiency preferred
Work Environment:
* This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
Physical Demands:
* Able to communicate orally with co-workers and members. Able to operate telephone, computer keyboard and
other office machines that require finger dexterity and repetitive motion. Visual acuity necessary to prepare/inspect documents. Occasional lifting up to 10 lbs., sedentary work, sitting most of the time.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
SR UNIVERSAL AGENT
West Springfield Town, MA job
This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties
Essential Functions/Position Responsibilities:
· Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans, assist in closing both consumer and home equity loans. Review all documentation for completeness and accuracy according to the organization's compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.
· Order the appropriate amounts and types of cash for the branch and maintain proper documentation of all currency received and disbursed.
· Maintain overall control and accountability for all vault reconcilement including ATM, coin machine, TCR and Main vault. Periodically audit branch vaults/safes as required by policy. Maintain documentation of audit for monthly reporting to senior management.
· Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
· Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity.
· Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
· Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.
· Open and close the building in accordance with set hours and tests security equipment monthly.
· Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
A minimum of 1 - 2 years previous financial institution experience required. Bilingual highly preferred.
Education/Certifications/Licenses
A high school degree or GED is required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Salary Description Market Value $26.80
ASSISTANT HEAD TELLER
Springfield, MA job
Responsible for accurately processing financial transactions and being an effective source of information for our customers: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to customers and company associates assuring a positive experience and minimizing wait time. Accountable for all cash on premises. Responsible for the training and supervision of tellers and coordination of their duties. Maintains prescribed records and summaries of transactions.
Essential Functions/Position Responsibilities:
· In the absence of the head teller, oversee training and supervise duties of tellers, coordinating their work flow and schedules. Ensure that all tellers handle themselves in a businesslike/professional manner in handling member needs.
· Operate a teller cashbox daily, performing all teller transaction functions. Balance own teller cashbox daily.
· In the absence of the head teller, report all shortages and overages to Branch Officer for review and maintain documentation of these outages. Assist in teller error research and resolution.
· In support of or in the absence of the head teller, order the appropriate amounts and types of cash for the credit union and supply tellers with daily cash, money orders, travelers checks, and other necessary supplies. Maintain proper documentation of all currency received and disbursed.
· Assist in maintaining overall control and accountability for all vault reconcilement including ATM, coin machine, TCR and Main vault. May assist in periodically auditing individual cash drawers of each teller as required by policy.
·
Responsible for assisting branch staff in meeting sales and service goals set by management.
·
Ensure security policies and procedures for cash control and employee/member safety are followed. Open and close building in accordance with set hours and tests security equipment monthly.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
1 - 2 years previous financial institution experience preferred. Bilingual highly preferred
Education/Certifications/Licenses
GED preferred.
Interpersonal Skills
Must have excellent interpersonal skills in both dealing with members and colleagues.
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
Salary Description Market Value $23.83
Business Banking Development Officer
Littleton, MA job
*** This role is reserved exclusively for current employees of Workers Federal Credit Union (WCU). External candidates will not be considered at this time.
Job Title: Business Banking Development Officer
Department: Commercial Lending
Department Location: Littleton, MA
Reports to: VP, Business Banking Manager
Career Stream: Individual Contributor
Classification: Hybrid
Pay Grade: 12
FLSA Status: Exempt
Pay Grade Range: $81,812,64 - $102,265.90
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The Business Banking Development Officer is responsible for expanding Workers Credit Union's small business lending and deposit growth strategic outreach and community engagement.
This role supports Commercial Banking Officers and contributes to the growth of commercial loans and deposits.
Note on Title Designation: This position is titled Business Banking Development Officer . However, an Assistant Vice President (AVP) or Vice President (VP) designation may be considered for candidates who meet specific criteria, including:
Current AVP or VP title within Workers Federal Credit Union and a desire to retain that designation.
Demonstrated leadership experience in business banking or commercial lending.
Proven track record of exceeding performance goals in business development, lending, and deposit growth.
Active involvement in strategic initiatives or cross-functional projects that contribute to organizational growth.
Completion of internal credit training programs and/or advanced commercial credit analysis experience.
The AVP and VP designations reflect a higher level of responsibility and strategic contribution and will be evaluated during the hiring or internal transition process.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Business Development & Networking:
Identify and pursue new opportunities to grow small business loans and deposits.
Conduct proactive outreach to local businesses presenting tailored financial solutions.
Establish and maintain strategic partnerships to enhance community visibility and engagement.
Represent the credit union at public events including Chamber of Commerce networking events, open houses, trade shows, and industry functions.
Cultivate relationships with local real estate professionals, brokers, and affiliated organizations.
Monitor market trends and competitor activity to identify growth opportunities.
Member Engagement & Product Education
Grow, and retain member deposit accounts.
Structure small business loans in accordance with credit policies and member needs.
Educate members on the full suite of credit union products and services, collaborating with other business lines to drive interest and non-interest income
Conduct regular business reviews to ensure member satisfaction and identify opportunities for deeper engagement.
Sales & Goal Achievement:
Drive contact growth for the Commercial Banking Team to meet or exceed performance goals.
Develop and execute outreach strategies to meet or exceed performance goals.
Track and report progress toward sales targets related to deposits, lending, and investment products.
Ensure Business Lending activities generate loan volume, fee income, and deposit accounts in alignment with established targets.
Continuous Learning & Compliance
Pursue ongoing education to enhance sales effectiveness and industry knowledge including participation of the internal introduction to commercial lending program.
Stay current on all commercial products and regulatory requirements.
Maintain up-to-date knowledge of application, underwriting, and disclosure procedures for Workers' commercial programs.
Ensure compliance with all applicable regulations and collaborate with the Compliance Team on marketing materials.
Maintain a thorough knowledge of all credit union commercial banking products, services, and programs.
Other Duties :
Adhere to all WCU policies, procedures, and guidelines.
Participates in department and organizational projects as required.
Performs additional tasks or responsibilities as required.
Maintains confidentiality of all member and credit union information.
Education:
High school diploma or equivalent required.
Bachelor's degree in business administration or a related field preferred or equivalent relevant experience
Experience:
Minimum of 3 years of experience in business development and community engagement.
Commercial credit training or Business Banking credit analysis experience preferred. Participation in Workers Credit Union's internal credit training program is required.
Knowledge/Skills/Abilities/Competencies:
Business Acumen: Strong understanding of financial products, lending practices, and market dynamics.
Relationship Building: Ability to build trust and rapport with members, prospects, team members and community stakeholders.
Sales & Negotiation Skills: Skilled in presenting solutions, handing objections, and closing transactions aligned with client needs.
Strategic Thinking: Anticipates market trends and competitor activity to develop proactive outreach strategies and drive business growth. Ability to anticipate market trends and develop proactive outreach strategies.
Regulatory & Compliance Awareness: Knowledge of lending regulations and commitment to compliance in all activities.
Work Environment:
Work settings range from professional office environments to public events and community gatherings.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
The role requires the ability to sit, stand, and walk for extended periods, especially during community and networking events.
Ability to lift and carry promotional materials and event displays (up to 25 pounds)
The position requires frequent use of a computer, telephone, and other office equipment, necessitating manual dexterity and visual acuity.
Ability to travel to various locations as needed.
About Workers Credit Union : Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplyPT Universal Agent Float
Greenfield Town, MA job
Part-time Description
This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties
Essential Functions/Position Responsibilities:
· Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.
· Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
· Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity.
· Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
· Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.
· Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
A minimum of 6 months to one-year previous financial institution experience required including time spent in preparatory position. Bilingual highly preferred.
Education/Certifications/Licenses
A high school degree or GED is required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Travel
Float positions require the ability to travel to other branches as scheduling needs require.
Salary Description Market Value $23.83
PT TELLER
Massachusetts job
Responsible for accurately processing financial transactions and being an effective source of information for our members: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to members and credit union associates assuring a positive experience and minimizing wait time.
Essential Functions/Position Responsibilities:
· Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested. Issue money orders or official checks, receive currency for coin and verify amounts, cash checks according to written procedures. Verbally confirm intended transactions with member to ensure needs are met and errors are minimal.
· Balance cash drawer daily to ensure accuracy in transactions and notify supervisor regarding any outages. Appropriately apply all policies.
· Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.
· Address inquiries on accounts, record amounts and dates of payments and other significant information, check member calculations and validate checks, cash or electronic transactions.
· Assist other departments and branches with transactions as needed; provide support for the department and branch managers in fulfilling member requests.
· Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward members and co-workers.
· Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.
· Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
Six months to two years of similar or related experience, including time spent in preparatory positions. Bilingual highly preferred.
Education/Certifications/Licenses
A high school degree or GED is required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature are a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Salary Description Market Value $20.80
Loan Officer Assistant
Littleton, MA job
Job Title: Loan Officer Assistant Department: Mortgage Operations Department Location: Littleton, MA Reports to: Manager, Mortgage Lending Support Services Career Stream: Individual Contributor Classification: Hybrid Pay Grade:10 FLSA Status: Non - Exempt Pay Grade Range: $30.56 -$38.19
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
Assists the Residential Mortgage Loan Officers (SRMLO/JRMLO) in preparing their files for review by processing and underwriting.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
File Preparation & Documentation Management:
Review file for completeness.
* Request clarification from SRMLO and JRMLO
* Request additional clarification and documentation from borrower either by phone, email or text (borrower's preference)
Prepare file for initial disclosures
* File must be disclosed accurately within Federal guidelines and timelines
* Monitor review and signing of disclosures by both the borrower and the RMLO
* Once disclosures are fully signed note intent to proceed in file
* File the disclosures appropriately in the system file
Set up file for initial orders (appraisal, flood and title).
* Ensure all documentation needed to move file forward is in order.
* Complete order for appraisal
* Complete order for title / attorney
* Complete order for flood review
Collaboration & Support:
* Send file to processing team for initial review. Work with processors on any missing pieces.
* Once file is with Underwriting, work in conjunction with the processor to collect any outstanding items needed to complete the file.
* Keep all parties informed on the status of the loan (SRMLO/JRMLO borrowers and realtors).
Continuous Learning & Compliance:
* Learn and maintain all the application, underwriting and disclosure requirements for Workers' mortgage programs. Follow all procedures for taking an application. Stay current with changes in underwriting, program and regulations on mortgage products.
Other Duties:
* Adhere to all WCU policies, procedures, and guidelines.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent from time to time.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education:
* High school diploma or equivalent
Experience:
* Three years mortgage related experience
Knowledge/Skills/Abilities/Competencies:
* Knowledge of all types of residential mortgage loans; thorough knowledge of loan policy
Mandated Licensing Requirement:
* Must or will be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file. Provides changes to any individual information (such as an address or name change) as they occur directly into the NMLS system within 20 days of such change.
Work Environment:
* This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
* This role is currently classified as a Hybrid position. However, the classification is subject to change based on business needs.
Physical Demands:
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
* This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Temporary Contract Specialist (4-6 Month Contract), Full-Time, Hybrid MA
Remote or Marlborough, MA job
Schedule Monday through Friday 8a-5p 4-6 Month Contract What You'll Do Summary/Objective: This role will prepare, negotiate, and manage commercial contracts between DCU and third-party vendors and partners. It will also ensure that all contracts comply with legal requirements, company policies, and industry standards. This role requires strong analytical skills, attention to detail, and the ability to work effectively with cross-functional teams.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Draft, review, and negotiate contracts, agreements, and other legal documents.
* Ensure compliance with legal, regulatory, and company policy requirements.
* Analyze contract terms and conditions (consider adding obligations, liabilities, etc if warranted) to identify and mitigate risks.
* Coordinate with internal stakeholders, including legal, finance, vendor management, and procurement teams, to ensure alignment on contract terms.
* Manage contract lifecycle, including amendments, renewals, and terminations.
* Maintain accurate and organized contract records and documentation.
* Provide guidance and training to team members on contract-related matters.
* Stay current with industry trends and legal developments related to contracts and contract law by participating in educational opportunities and reading professional publications.
* Administer contract administration-related processes.
* Identify and implement efficiencies in the contract lifecycle and administration processes.
* Prepare and communicate contract lifecycle reporting and analysis.
* Perform other job-related duties as assigned or requested.
What You'll Need
Qualifications and Experience Requirements:
* Bachelor's degree in business administration, Law, Finance, Supply Chain or a related field.
* 0-2 years of experience in contract management, procurement, or a related role involving drafting, reviewing, negotiating, and managing contracts.
* Strong understanding of and experience with contract law and industry-specific regulations (at the state and federal level)
* Excellent negotiation, analytical, and problem-solving skills.
* Detail-oriented and organized with strong time management skills and the ability to manage multiple contracts simultaneously.
* Proficiency in contract management software and Microsoft Office Suite.
* Strong verbal and written communication and interpersonal skills.
* Ability to work independently and as part of a team in managing internal client relationships and working with external, third-party vendors.
Preferred Qualifications:
* Professional certification in contract management (e.g., CPCM, CCCM, CFCM).
* Prior experience in financial institutions is preferred, especially experience in a contract specialist or contract analyst role.
* Familiarity with legal and regulatory aspects of financial institutions.
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
$52,800
#INDMI
Senior Mortgage Processor
Remote or Littleton, MA job
Job Title: Senior Mortgage Processor Department: Mortgage Lending Department Location: Littleton, MA Reports to: Senior Director, Mortgage Productions Career Stream: Individual Contributor Classification: Hybrid Exemption: Non-Exempt Pay Grade: 9 Pay Grade Range: $26.98 - 33.72
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Responsible for performing a variety of tasks to ensure that mortgage and home equity loan applications are processed accurately and efficiently. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* For Both Mortgage Processor and Senior Mortgage Processor:
* Prepare and review initial disclosure packages, including Loan Estimates, ensuring accurate loan setup and compliance with loan program guidelines.
* Deliver disclosure packages to members via eSign or mail, based on their communication preferences.
* Order and track required third-party reports such as appraisals, title, flood certifications, tax transcripts, and employment verifications.
* Review borrower documentation for completeness and alignment with AUS findings; request and collect any outstanding items.
* Process home equity applications from approval to closing, including communication with members, delivering required documents, and clearing pre-closing conditions.
* Monitor and review title and property condition reports, escalating any issues to underwriting as needed.
* Ensure timely submission of loan files to underwriting; update the LOS with verified information and clear conditions as received.
* Manage government loan files, including coordination with lenders, tracking conditions, and providing updates to borrowers, MLOs, and agents.
* Track key milestones such as underwriting timelines, financing contingencies, closing dates, and rate lock expirations; communicate proactively with MLOs.
* Prepare and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
* Communicate approvals to all relevant parties and conduct pre-funding audits, including verbal employment verifications.
* Support the closing process and ensure confidentiality of all borrowers and loan information.
* Uphold the Workers Credit Union "Workers Way" culture through daily interactions and behaviors.
* Perform other duties as assigned to support departmental and organizational goals.
* Additional Responsibilities for Senior Mortgage Processor:
* Serve as a subject matter expert and resource for junior processors, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
* Support the training and onboarding of new team members and temporary staff in collaboration with processing leadership.
* Take ownership of high-volume or high-complexity pipelines, including jumbo loans, construction loans, and government-backed programs.
* Lead or participate in departmental initiatives aimed at improving processing efficiency, compliance, and member experience.
* Support the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage processing leadership
Other Duties:
* May be asked to provide coverage in other WCU branches or departments.
* Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program
Education
* High School Diploma or Equivalent Required.
Experience:
* 2-4 years of experience managing both first mortgage and home equity loan files from initial disclosure through closing. Skilled in reviewing and validating borrower documentation, ordering third-party reports, reviewing underwriting conditions, and ensuring compliance with TRID and investor guidelines. Proficient in using loan origination systems (LOS), coordinating with internal teams and external partners, and maintaining clear communication with borrowers to ensure timely and accurate closings. Known for attention to detail, efficiency in pipeline management, and delivering exceptional service while upholding confidentiality and organizational values.
* Additional Qualifications for Senior Mortgage Processor:
* 4-7 years of experience. Demonstrated ability to handle complex loan scenarios, including jumbo, construction, and government-backed loans. Experienced in mentoring junior processors, resolving escalated issues, and serving as a subject matter expert within the team. Proven track record of leading process improvements, maintaining high pipeline efficiency, and delivering exceptional service. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.
Knowledge/Skills/Abilities/Competencies:
* A successful Processor possesses strong knowledge of mortgage products, regulatory guidelines (including TRID, RESPA, and HMDA), and loan processing procedures. Proficiency with loan origination systems, AUS platforms, and document management tools is essential. Key skills include attention to detail, strong organization, effective communication, and the ability to manage multiple files and deadlines simultaneously. The role requires a customer-focused approach, confidentiality, adaptability, and collaboration with internal teams and external partners to ensure efficient, compliant loan processing and exceptional member service.
Work Environment:
* Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Branch Member Service Representative I
Groton, MA job
Job Title: Branch Member Service Representative I
Department: Groton Branch
Department Location: Groton, MA
Reports to: Branch Manager
Career Stream: Individual Contributor
Classification: On-site
Pay Grade: 6NE
Pay Grade Range: $19.66 - $24.58
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Location: Groton, MA (On-site)
This position will be based out of our Gorton Branch and floating to other close-by branches as needed.
Gorton Branch Hours: Monday - Wednesday: 9:00 AM - 5:00 PM; Thursday 9:00AM - 6:00PM; Friday: 9:00 AM - 5:00PM; Saturday: 9:00 AM - 1:00 PM. Candidates will be required to work a flexible schedule based on branch operational needs.
Position Summary:
Are you passionate about helping others and delivering exceptional customer service? As a Branch Member Service Representative I, you'll be at the forefront of our commitment to our members. Your role will involve building lasting relationships, accurately processing financial transactions, educating members on our products and services, and making referrals that help them achieve their financial goals.
Key Responsibilities:
Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs
Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
Lobby lead to ensure a positive member experience.
Qualifications:
High School diploma or equivalent required.
Minimum of one year of cash handling experience.
About Workers Credit Union : Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplyData Analyst
St. Mary's Credit Union job in Marlborough, MA
Job DescriptionIf you are looking to join a great place to work that is growing, progressive, offers development opportunities, has an awesome team, and outstanding benefits, we want to hear from you. This is a hybrid position at our main office in Marlborough. Applicants must be able to report to our main office in Marlborough, MA.
Summary:
Under the direction of the Finance Manager, supports organization-wide data management including data mining, reporting, and analysis.
Primary Responsibilities:
Strong Data Analytics skills and the ability to support organization-wide data management including data mining, reporting, and analysis. Must a proactive and an independent thinker. Requires strong analytical, organizational, and problem-solving skills as well as strong interpersonal skills with the ability to work with management, peers and technical staff.
Essential Functions:
Responsible for the production, delivery and maintenance of company data.
Assist and/or manage and execute various projects, ensuring timely and accurate delivery.
Assists with analysis of data, including results that may assist management in identifying trends, red flags, or areas of opportunity.
In conjunction with the Financial Analyst, acts as secondary analyst and report developer for the credit unions data warehouse environment.
Analyze and troubleshoot data issues.
Responsibilities include data analysis, report development and data extracts. Work with business lines to gather and document data requirements and report parameters, determine feasibility, and design, validate and deploy reporting and data solutions within agreed upon time frames.
Assist with scheduling and monitoring delivery of automated data warehouse report production jobs.
Contributes to a positive work environment and SMCU image by maintaining courteous, respectful and effective interaction, teamwork and communication with employees and members to enhance positive behaviors and employee satisfaction.
Responsible for meeting or exceeding assigned service goals.
Other Duties
Attend staff, departmental, and other required meetings and trainings
Provides service to our membership communities by actively volunteering time to local civic and charitable organizations.
Performs related technical support duties as may be assigned or requested.
Qualifications, Experience, and Education
Bachelor's degree in accounting or finance, or equivalent combination of education and experience.
At least one year of experience as a data analyst, preferably in a financial institution.
Working knowledge of finance, including but not limited to interpreting financial statements, identifying and assessing quantitative and qualitative trends, marketing metrics, and loan and deposit behaviors
Computer and Equipment Skills
Foundational computer skills, including Microsoft Office Suite and the Internet. Ability to navigate at a basic level within web-based applications.
Use of Outlook email and calendaring.
Advanced skills with Microsoft Excel, Power Point, Crystal Reports, SQL, Python and/or other applications.
Use of online teleconferencing software (e.g., Zoom or Teams).
Competencies
The competencies of adaptability, accountability, improvement and innovation, collaboration, communication, job knowledge, customer (internal and external) service, organizational awareness, and self-development are the knowledge, skills and abilities required for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
Usual office working conditions with absence of most disagreeable conditions and with occasional exposure to noise.
Physical Demands
While performing the duties of this position, the individual is required to use hands, handle and feel objects, tools or controls; reach with hands and arms; talk and hear. The individual frequently is required to stand, walk and sit. The individual is occasionally required to stoop, kneel, crouch or lift up to fifteen pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.