Member Service Representative

Shelby American, Inc.; Rochester (NH); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player in the financial sector is seeking a dedicated Member Service Representative/Financial Services Associate. This full-time role involves providing exceptional service to members, assisting with account management, and originating loan applications. The ideal candidate will have prior banking experience and a strong background in customer service. The organization values its employees and offers a comprehensive benefits package, including paid time off, insurance, and retirement plans. Join a community-focused credit union that empowers its associates and makes a difference in the lives of its members.

Benefits

Paid time off

11 paid holidays

Tuition reimbursement

Student loan repayment

Banking and loan discounts

Medical, dental, and vision insurance

401(k) retirement savings plan

Company paid Life Insurance

Professional Development

Qualifications

• Minimum of two years of sales or service experience in a financial institution.
• Prior banking experience required.

Responsibilities

• Provide account information and open accounts for members.
• Originate loan applications and assist with transactions.
• Act as liaison between members and various departments.

Skills

Customer Service

Sales Experience

Problem Solving

Communication Skills

Education

High School Diploma or equivalent

Job description

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 Member Service Representative/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.