About Us
Naveo is a not-for-profit financial institution with locations in Somerville and Cambridge, focused on serving our members as partners and guiding them toward their financial goals. We embrace each member’s personality, culture, and ambition, tailoring our services to meet their current and future needs and creating a financial plan that aligns with their goals. At Naveo, it’s your journey.
Our team is experienced and dedicated, committed to making a positive impact in the communities we serve by supporting our local economy, small businesses, and community organizations.
About the Role
We are seeking an ambitious and outgoing full-time Member Service Representative III to guide and support our team, provide exceptional member service, and foster strong relationships between our members and the Credit Union.
Responsibilities
* Encourage and maintain a positive work environment by communicating in a manner consistent with professional standards to successfully work with members, teammates, management, and vendors.
* Provide outstanding service through active listening, time management, and verbal and written communication.
* Process member transactions and requests including deposits, withdrawals, loan payments, wire transfer initiation, foreign currency, account and loan inquiries, iBanking and mobile banking troubleshooting, and other services.
* Create and maintain member profiles and accounts as requested by the member, ensuring accuracy of information, account titling, and documentation.
* Balance teller drawer, ATM, vault, Coinstream, cash recyclers, and other branch services to ensure end‑of‑day totals are in balance.
* Offer support to the Branch Manager and/or Assistant Branch Manager by opening and closing the branch, placing cash orders, conducting branch audits, training the team, and performing other duties as needed.
* Handle loans from application to funding, guiding members throughout the process to ensure efficiency and accurate documentation and information.
* Maintain knowledge of the organization, our products and services, and industry trends.
* Refer and cross‑sell Credit Union products and services as outlined in our Sales Program to meet the needs of current and potential members.
* Demonstrate community involvement by representing the Credit Union while working at local events.
* Attend training sessions and department meetings as needed.
* Comply with all state and federal regulations.
* Float between branches to support the business and scheduling needs of the Credit Union.
* Perform additional duties as assigned.
Our Ideal Candidate
Education / Experience
* Bachelor’s degree preferred, but not required.
* At least two (2) or more years of operations, credit union, or financial institution experience preferred.
* Ability to problem‑solve, analyze information, and demonstrate professionalism.
* Excellent organizational skills and ability to work independently and with a team.
* Comfortable with technology such as mobile services and online banking services is a plus.
* Effective time‑management skills. Ability to exercise good judgment and prioritize multiple demands.
* May be required to obtain NMLS.
Compensation Disclosure
Pay within the range posted will be commensurate with the applicant's experience and qualifications for the role.
$21.16 - $30.69/hr.
Have some of the above skills or qualifications, but not others? Contact us and let us know why you think you’d be a fit.
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