Financial Services Representative (Marlboro, MA)
- Bright Bridge Credit Union
- Marlborough, MA 01752, USA
- May 04, 2026
Job Description
- Maintains a working knowledge of all products and services offered by the Credit Union.
- Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.
- Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
- Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
- Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
- Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
- Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
- Promotes, refers and sells additional third party products as determined by the Credit Union.
- Function as a Membership Officer in the Branch, as approved by the Board of Directors.
- Handles opening and closing of all account types and completes all proper documentation.
- Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.
- Assists Call Center with resolution of member issues on a daily basis.
- Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
- Fills in at other branches as requested.
Bright Bridge Credit Union is a member-focused financial institution where people come first—both our members and our employees. We combine the stability of a well-established credit union with a supportive, team-driven culture where employees are encouraged to grow, learn, and build meaningful careers. At BBCU, you’re not just filling a role—you’re making a real impact in the community by helping members achieve their financial goals. We invest in training, development, and internal growth opportunities, and we value collaboration, accountability, and service at every level. If you’re looking for a place where your work matters and your career can grow, BBCU is a great place to start.
May Sign On Bonus
During the month of May, we’re offering a special sign on bonus for new hires. Apply for an eligible position between May 1 and May 30, 2026. If you are hired by BrightBridge before June 30, you'll earn $500 after 90 days of employment, plus $1,000 after one year. That’s $1,500 just for joining the BrightBridge team. Whether you’re exploring a new opportunity for yourself or know someone who would be a great fit for a mission driven credit union, check out our open positions below.