Member Services Advocate: Build Relationships & Cross-Sell Solutions

First Tech Federal Credit Union; Hudson (NH); On-site; USD 26,000 - 32,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

401(k) match

Paid time off

Paid federal holidays

Special employee pricing on lending

Job summary

First Tech Federal Credit Union is seeking a member services associate at our Hudson, NH location. You will identify member needs, educate on products, open new memberships and loans, and handle teller transactions with accuracy and compliance.

You will also conduct notary services, process loans with lending guidelines, and participate in audits while supporting coverage across branches as needed. Strong communication and basic IT skills are essential.

Qualifications

• High School diploma or equivalent.
• 1-3 years related experience.
• Verbal Communication skills.
• Technical skills (Word, Excel, Email).
• Bilingual skills a plus.

Responsibilities

• Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross sell appropriate products and services, make qualified referrals and achieve assigned sales goals.
• Open new memberships, accounts and loans utilizing established guidelines and self-service options and conduct Notary Public services.
• Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings.
• Accurately process teller transactions, assist with end of day balancing, Instant Issuance and ATM balancing.
• Conducts audits of all membership applications, account maintenance forms, new account applications and completed loan files.
• Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
• May be asked to provide coverage in other DCU areas such as other branches, the Information Center or support departments.
• Continuously identify and submit efficiency and process improvement ideas
• Perform other job-related duties as assigned.

Skills

Verbal communication

Bilingual skills

Technical skills

Education

High School diploma or equivalent

Tools

Word

Excel

Email

Job description

First Tech Federal Credit Union is seeking a member services associate at our Hudson, NH location. You will identify member needs, educate on products, open new memberships and loans, and handle teller transactions with accuracy and compliance.

You will also conduct notary services, process loans with lending guidelines, and participate in audits while supporting coverage across branches as needed. Strong communication and basic IT skills are essential.