What are the responsibilities and job description for the Financial Services Associate position at HRCU?
Description
HRCU is a community credit union providing top notch service to our members and making a difference to our communities. In 2023, we were recognized by Forbes as the #1 Credit Union in New Hampshire. Our headquarters is in Rochester, and we operate branches in Dover, Farmington, and at Spaulding High School. Our field of membership extends throughout the state of NH and York County Maine.
We are Your Neighborhood Credit Union. We believe in empowering our associates, providing an opportunity to thrive and make a career here at HRCU.
This is a full time position serving all branch locations. Saturday's are required by rotation (out by 12:30 pm).
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.
- May provide training and guidance to other branch staff learning financial services associate duties and responsibilities.
- 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, verifies amount, and examines check for endorsements. Receives loan payments including mortgages and visa. Redeem US Savings Bonds, sell money orders and bank checks, and process cash advances. Balances cash within credit union guidelines.
Requirements
Prior banking experience required.
- Experience: Minimum of two years of sales and or service experience in a financial institution.
- Education: High School Diploma or equivalent.
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
Applicant Instructions:
1.Resume and cover letter required. Updates and communication will come through the portal.
2.No phone calls 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)
