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Job description
Financial Services Representative
Contribute to DCU's success sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals.
What You’ll Do:
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.
Understand and explain all DCU products and services. 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.
Qualifications & Skills:
High School diploma or equivalent
1-3 years related experience
Verbal Communication skills
Technical skills (Word, Excel, Email)
Bilingual skills a plus
Location: New Hampshire Area
Target Compensation:$21.50 per hour
Schedule : Monday- Friday 8:30a-5:30, Alternating Thursday- Friday 8:30a-5:30p or 10:30a-7:30p, Alternating Saturday 8:30a-5:30pm #INDMI
Employees are eligible for: • Traditional medical, dental, and vision coverage • Generous 401(k) match • Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually • Paid federal holidays • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Worksite address
nashua, NH, 03062, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.