Universal Banking Associate
3 days ago
Heritage Financial Credit Union is seeking a highly skilled and motivated Universal Banking Associate to join our team. As a key member of our Retail Banking department, you will be responsible for promoting financial well-being of existing and new members by building, maintaining, and deepening relationships through exceptional customer service and recommending appropriate solutions.
Key Responsibilities:- Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services.
- Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads
- Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate.
- Required expertise on all products and services offered by HFCU
- Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general.
- Cash handling and processing transactions.
- Organize priorities, achieve monthly goals, and deliver quality work
- Ability to function as Teller or Financial Service Representative to support branch needs
- Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you.
- Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements.
- Participate in organizational team projects, representing Retail in a professional and competent manner.
- Mentor new hires
- Performs other duties as assigned
- Customer service and sales experience. Notary License required or within 12 months of hire.
- Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development.
- Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions.
- Competitive salary, comprehensive benefits package, including a very generous PTO policy.
- Opportunities for professional growth and development.
- A supportive and collaborative work environment.
- A chance to make a difference in the lives of our members and our community.
Heritage Financial Credit Union is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.
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Universal Banking Associate
3 days ago
New Matamoras, Ohio, United States Virtual Employee Services (C) Full timeJob Title: Universal Banking AssociateWe 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 and maintaining relationships, providing...
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Universal Banking Associate
2 weeks ago
New Matamoras, Ohio, United States Virtual Employee Services (C) Full timeJob Title: Universal Banking AssociateWe 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...
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