Financial Services Associate

Financial Services Associate

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 in our communities. We believe in empowering our associates, providing an opportunity to thrive and make a career at HRCU.

• Interview 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.
• Open accounts and perform necessary file maintenance ensuring proper documentation and procedures are followed.
• Assist with various administrative duties such as deposit verification, filing and collating.
• Originate loan applications, forward documents for processing, close loans.
• Act as liaison between members and various departments reporting member concerns, problem‑solving, and provide a satisfactory resolution within procedures and policies.
• May provide teller duties such as receive 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.

• Minimum of one‑year sales and/or service experience in a financial institution.
• High School Diploma or equivalent.
• Ability to present in an appropriate manner maintaining courteous and effective interactions and communications.
• Proficiency in multiple software programs; developed written and communication skills for accuracy and clarity.
• Team‑player with the ability to work independently; organizational skills to perform and prioritize multiple tasks with excellent attention to detail; proactive approaches to problem‑solving.

• 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 (match up to 6%)Professional development

  HRCU is an Equal Opportunity Employer (EOE). We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.