Universal Agent
Company: Freedom Credit Union
Location: Chicopee
Posted on: April 1, 2026
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Job Description:
Full-time Description Primary Summary: 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. Salary Description Market Value $23.83
Keywords: Freedom Credit Union, Peabody , Universal Agent, Accounting, Auditing , Chicopee, Massachusetts
