Who's Who at HRCU: Lindsay Jones, Senior Financial Services Advisor

July 31, 2024

Meet Lindsay, our Senior Financial Service Advisor at HRCU. Lindsay helps members with daily financial needs and assists members with loan applications and closing. Every day, Lindsay helps members identify their financial goals and get them on track for better tomorrows.

What is your role at HRCU?

"In my role, I help deliver exceptional financial guidance to our members. I help our members create and implement strategies to save money, pay down debts, plan for big purchases like a home or vehicle, and, overall, ensure our members feel heard and known at HRCU."

What makes you passionate about your work?

"I started in banking in November of 2018 as a teller with a bigger bank. Before banking I was a sales associate at Bath and Body Works and loved helping people uncover what they like. I felt that maybe I could still do that with banking and help people uncover what their financial needs are. I had no financial experience before working at the bank but quickly came to understand it and appreciate the ins and outs of finances."

How do you and your team help members reach their financial goals?

"I work as a Financial Service Associate, so I am essentially with the front-line staff. The front-line staff helps members with their immediate needs: cashing checks, withdrawals/deposits, bank checks, etc. In my position in particular, I help members on a deeper level by making adjustments to their account, opening/closing accounts, or even applying for a loan. I help uncover the deeper need the member is looking for that can't necessarily be solved with a teller on the front-line."

Lastly, what are some things you enjoy outside of work?

"During my free time, I really enjoy just spending quality time with family and friends. Unwinding after a long day and just relaxing. I am a big Boston Bruins fan so once the hockey season rolls around, that's all I want talk about!! I do love going to other events (baseball, football, hockey, music concerts, fairs, food truck festivals, you name it!) and just having a great time! Over the past three years, my boyfriend and I took up Mountain biking, so we like to do that after work or on the weekends!"

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