What are the responsibilities and job description for the Financial Services Associate position at HRCU?
Description
This is a full-time position with Saturday rotation (out by 12:30 pm).
HRCU is a community credit union providing top notch service to our members and making a difference to our communities. We believe in empowering our associates, providing an opportunity to thrive and make a career here at HRCU.
A Financial Services Associate (FSA) provides account information, opens accounts, originates loan applications, conducts transactions, and recommends additional products and services with exceptional member service. Some of the duties and responsibilities include:
- Interviews members to obtain information and explain available financial products and services, such as savings and checking accounts, Individual Retirement Accounts, Certificates of Deposit, Business and Non-profit accounts.
- Opens accounts and performs necessary file maintenance ensuring proper documentation and procedures are followed.
- Assists with various administrative duties such as but not limited to deposit verification, filing and collating.
- Originates loan applications, forwards documents for processing, closes loans.
- Acts as liaison between members and various departments reporting member concerns, problem solves, and provide a satisfactory resolution within procedures and policies.
- May provide teller duties such as receives cash and checks for deposit and loan payments.
- May be responsible for branch opening and or closing. May assume a leadership role in the event of an emergency.
Requirements
Prior banking experience required.
- Experience: Minimum of one-year sales and/or service experience in a financial institution.
- Education: High School Diploma or equivalent.
- Interpersonal: This position requires that the individual be able to present in an appropriate manner maintaining courteous and effective interactions and communications.
- Other skills required: Proficiency in multiple software programs; Possess developed written and communication skills for accuracy and clarity; Team-player with the ability to work independently; Organizational skills that reflect ability to perform and prioritize multiple tasks with excellent attention to detail; and Proactive approaches to problem-solving.
What we offer:
HRCU recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Our best-in-class benefits include:
- Paid time off- Vacation, Sick, Personal, Birthday
- 11 paid holidays
- Tuition reimbursement
- Student loan repayment
- Banking and loan discounts
- Insurance – medical, dental and vision
- Flex Spending Plans & Health Savings Account with employer funding
- Company paid Short Term & Long Term Disability
- Company paid Life Insurance
- 401(k) retirement savings plan (with a match of up to 6%)
- Professional Development
HRCU is a community-based credit union serving all of New Hampshire and York County Maine providing superior service to our members and making a difference in our communities. We believe in empowering our associates, providing an opportunity to thrive, and make a career at HRCU.
Applicant Instructions:
1.Updates and communication will come through the portal.
2.No phone calls please.
3.Direct hire – no recruiter, agency, or sales inquires please.
A background check including references, prior employment, social security trace, credit report, and national/county/local criminal records.
HRCU is an Equal Opportunity Employer (EOE). We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.
(keywords: teller, bank, financial, banker)
Salary : $23 - $26