Overview
Finance Manager Jobs in Boston, MA at UG2 LLC
Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.
Are you passionate about building relationships and helping members achieve their financial goals? As a Relationship Banker, you’ll be the face of our credit union—providing exceptional service, offering tailored financial solutions, and handling transactions with accuracy and efficiency. You’ll engage with members, identify their needs, and proactively recommend products and services that support their financial well-being. If you’re a motivated team player with a sales mindset and a commitment to outstanding service, we want you on our team!
The Opportunity: Our Briarwood branch in Ann Arbor, MI is seeking a full time Relationship Banker to join their team!
What You’ll Do:
Maintain a high level of product knowledge in order to efficiently serve members.
Provide superior service to prospective and existing members in a timely manner.
Actively promote and communicate potential financial opportunities.
Meet individual sales goals.
Keep current on individual and team sales and service results.
Process new accounts and daily work accurately and efficiently.
Use membership data to proactively offer additional products and services to members.
Accurately process teller transactions in a multitasking environment and maintain cash balancing standards.
Adhere to branch compliance and security procedures.
Conduct loan closings
Participate in the branch team development program.
Assist co-workers with transactions and procedures.
Balance daily membership and loan transactions.
Provide notary services.
Work in any assigned area of the branch as needed.
Saturday hours required.
Efficiently handle large amounts of cash.
Additional training and meeting times required; travel may be required.
Maintain a professional appearance following the established dress code.
What You’ll Need:
High school diploma or equivalent.
One year goal driven sales experience in a financial institution.
Demonstrated customer service skills.
Ability to provide superior service to members on all products, using effective sales skills.
Willingness to work in fast paced, goal-oriented environment.
Ability to become an expert in evaluating member needs, while making our member your priority.
Excellent interpersonal skills, including effective verbal and written communication.
Consistent positive, cooperative, self-motivated, courteous and professional attitude.
Ability to move up to 50 lbs.
Computer literate, proficient in Microsoft Windows.
Ability to function as a team player in a dynamic environment.
Must be self-motivated, flexible and able to organize priorities.
Willingness and ability to work at any of our branch offices.
What We Offer:
Monthly cash incentives for meeting performance goals
Employee bonus program
Paid lunch time
Employee referral payouts for recruiting your friends and family
Paid time off
Paid holidays (13 per year)
401k plan match, dollar for dollar up to 4%
401k additional employer contribution after one year at 5%
Tuition reimbursement / Education assistance
Medical, dental and vision insurance effective date of hire
Health savings account (HSA)
Flexible spending accounts for medical and dependent care expenses
Adoption assistance for qualified expenses maximum $10,000 per child
Wellness initiatives and reimbursements
Pre-paid legal services plan
Identity protection plan
Accident supplemental plan
Short- & long-term disability plans paid for by company
Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child
Pet Insurance
Free financial planning assistance
Numerous fun employee events throughout the year
Volunteer and community engagement opportunities
Employee loan discounts (closed-end loans)
Discounts with local and national companies through DFCU Perks
Service / anniversary awards
Employee discounts for company logo wear
Recognition and awards for outstanding team and individual performance (branch and member service center employees)
Ongoing training opportunities
Leadership development program
Flexible scheduling for students
Equal Opportunity Employer / Disabled / VeteransShow more
Title: Finance Manager
Company: UG2 LLC
Location: Boston, MA
