Universal Banking Associate

1 week ago


New Matamoras, Ohio, United States Virtual Employee Services (C) Full time
Job Title: Universal Banking Associate

We are seeking a highly motivated and customer-focused Universal Banking Associate to join our team at Heritage Financial Credit Union. As a key member of our Retail Banking department, you will play a vital role in promoting financial well-being among our members by building, maintaining, and deepening relationships through exceptional customer service and recommending appropriate solutions.

Key Responsibilities:
  • Provide exceptional customer service to existing and new members, addressing their needs and concerns in a professional and respectful manner.
  • Recommend and place members in appropriate account and loan products, cross-selling credit union services, and referring members to other lines of business as needed.
  • Process transactions, handle cash, and perform account and loan intake and funding.
  • Develop and maintain a strong understanding of all products and services offered by HFCU, including digital enrollments and online account and loan requests.
  • Collaborate with direct team members, department leaders, and line of business partners to achieve organizational goals and objectives.
Requirements:
  • Customer service and sales experience, preferably in the financial industry.
  • Notary License required or within 12 months of hire.
  • Ability to think critically and creatively to problem-solve and build business plans.
  • Strong communication and interpersonal skills, with the ability to effectively communicate with internal and external members.
  • Ability to project a professional appearance and positive attitude at all times.
What We Offer:
  • A competitive salary and comprehensive benefits package, including a generous PTO policy.
  • Opportunities for professional growth and development, including training and education programs.
  • A supportive and collaborative work environment, with a focus on teamwork and employee well-being.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.


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