Skip to content

Financial Specialist

Job Fair Calendar
Click HERE for a listing of on-site job fairs at member businesses throughout the region.

 

Employers
Members of the Nashoba Valley Chamber are provided the opportunity to post unlimited job openings at no fee. Click HERE to post your job or contact the Chamber office for assistance.

Non-members can post a job for a nominal fee. Contact the Chamber office for assistance.

 

Job Seekers

Sign up for job alerts

Click HERE to be added to our monthly email of current job postings.

Posted: 03/31/2024

Financial Specialist

Full TimeClerical
 
Requisition ID: 2123
Salary Range:$25.00 To 30.00 Hourly

Career Opportunity: Financial Specialist 

Location: Leominster, MA (On-site)

This position will be based out of our Leominster Branch and floating to other close-by branches as needed. 

Westford Branch Hours: Monday – Wednesday: 9:00 AM - 4:00 PM; Thursday & Friday: 9:00 AM – 5:00PM; Saturday: 9:00 AM – 12:00 PM. Candidates will be required to work a flexible schedule based on branch operational needs.   

Compensation: The salary range for this role is between $25 - $30 per hour. Actual compensation will be determined based on experience, location, and other factors permitted by law.

Position Summary: As our Financial Specialist you will be responsible for providing exceptional customer service while accurately and efficiently processing various financial transactions, such as performing teller transactions, opening new accounts, completing, processing, and closing consumer and home equity loan applications.

 

General Responsibilities: 

  • Provide excellent service to members. 
  • Process all member transactions efficiently and accurately including deposits, withdrawals, loan payments and transactions for other WCU products/services.
  • Identify the financial needs of new and existing members by building rapport and establishing strong business relationships and make qualified referrals to partners.
  • Open and service all types of WCU deposit accounts.
  • Perform duties related to consumer loan origination and closing of loans following WCU policies and procedures. 
  • Assist members in submitting Mortgage and Home Equity loan applications. 
  • Balance cash drawer and make settlement of the day’s activities following Credit Union policies and procedures. 
  • Provide coverage in other WCU branches as requested by management. 

 

Qualifications: 

  • One year of prior Retail Banking experience is required. 
  • A working knowledge of Teller functions and responsibilities is required.
  • HS diploma or equivalent required. 
  • Attention to detail and accuracy in transaction processing.
  • Ability to work effectively in a fast-paced environment. 

 

About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!

 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. 

Scroll To Top