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Financial Service Specialist
2 months ago
All potential applicants are encouraged to scroll through and read the complete job description before applying.
Ideal candidates will have proven excellence in member services, be sales goal oriented and committed to delivering superior service. They will help members with loan products and services, assist with complex loan and account structures, commercial lending, consumer lending, new account services, IRA’s CDA’s and much more. They will be a community minded team-member who can represent the HAPO brand and develop new business opportunities while building relationships with members and peers.
Essential Job Functions include but are not limited to :
• Basic understanding of loans and accounts
• Discuss Loan Products & Services- Credit Life & Disability/Gap coverage/Mechanical Breakdown Protection
• Basic understanding of IRAs
• Basic understanding of Trusts, POAs and Estates
• Full understanding of debit/credit card issuance, replacement and cancelation of cards
• Full understanding of forgery/fraud procedures for checks, debit, credit cards, and ACH disputes
• Ability to hand calculate dividends on accounts
• Understands the difference between rate and APY and can communicate that to members
• Understands loan interest calculations for mortgage and consumer loans
• Discuss relevant products and services to members
• Full understanding of wires and international wires
• Full understanding of electronic service options for members
• Process all types of Stop Payments
Desired Skill Sets and Knowledge:
• Ability to handle oneself in stressful situations
• Ability to exercise judgement, initiative, and always uphold confidentiality
• Ability to apply critical thinking and decision making skills
• Excellent verbal and written communication
• Attention to detail
• Strong organizational skills
Requirements
•High School Diploma or equivalent required.
•Must have a minimum of two years Personal Banker or equivalent experience
•Bilingual Spanish preferred
Schedule:
•Must be able to work 35-40 hours a week between the hours of 8:30am – 6:30pm M-F with Rotating Saturdays required.
Our Benefits
We offer competitive salaries and a comprehensive benefits package which includes:
Matching 401(k)
Pension plan
Competitive paid time off (Including Vacation, Holiday Pay, Personal Time, Sick leave, Birthday Day, Anniversary Day and more)
No cost premium health insurance for employees, including medical, dental and vision
No cost life insurance
Additional plans are available for purchase. This includes AFLAC, additional life & ADD insurance, Pet insurance, and Flexible Spending Accounts.
Many other employee engagement programs
Starting Pay range (DOE): $19.31 - $28.96+
Typically, Selected candidates are hired between the minimum and midpoint range, based on applicable experience and qualifications.
HAPO is an equal opportunity employer that values employees and supports an organizational culture of diversity, respect and personal and professional growth.
*Please note that only candidates selected to move forward in the interview process will be contacted. Thank you
Job Type: Full-time
Pay: $19.31 - $28.96 per hour