Financial Services Associate

HRCU; Rochester (NH); Hybrid; USD 38,000 - 48,000; Full time

Benefits offered by this job

Vacation & sick time

Tuition reimbursement

Student loan repayment

Banking discounts

Medical Insurance

Health Savings Account

Disability insurance

Life Insurance

401(k) match

Professional development

Job summary

HRCU in New Hampshire and York County, Maine is seeking a Financial Services Associate for a full‑time role with Saturday rotation (out by 12:30 pm) and coverage at various locations.

You will provide member services, open accounts, originate loan applications, conduct transactions, and promote additional products with exceptional service.

Candidates should have at least one year of sales or service experience in a financial institution and a high school diploma.

Qualifications

• Minimum 1 year of sales or service experience in a financial institution.
• High school diploma or equivalent.
• Ability to present professionally and communicate clearly.
• Strong organizational and detail orientation.
• Proactive problem-solving and teamwork.

Responsibilities

• Interview members and explain financial products.
• Open accounts and maintain files.
• Process deposits, verify deposits.
• Originate loan applications and forward for processing.
• Serve as liaison among member concerns and ensure resolution.
• May perform teller duties and branch opening/closing.
• May assume leadership in emergencies.

Skills

Interpersonal skills

Communication

Team player

Multitasking

Education

High School Diploma

Tools

Banking software

Job description

Description

This is a full-time position with Saturday rotation (out by 12:30 pm) and coverage at various locations.

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 provides member services such as 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:

• 29 days off annually consisting of vacation, sick, personal, birthday, and 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.

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)