Financial Services Representative

3 weeks ago


Middletown, New York, United States Heritage Financial Credit Union Full time

At Heritage Financial Credit Union, we are seeking a highly skilled Financial Services Representative to join our team in providing exceptional member service. As a Financial Services Representative, you will be responsible for delivering outstanding service to our membership base, assisting members with transactions, and promoting products and services that meet their unique financial needs.



Responsibilities


  1. Member Service: Provide accurate and efficient processing of member transactions, including deposits, withdrawals, loan payments, and transfers. Actively promote credit union products and services, such as loans, credit cards, and deposit accounts.
  2. Regulatory Compliance: Perform responsibilities in accordance with federal and state regulations, credit union policies, and procedures.
  3. Professional Representation: Represent the Credit Union in a courteous and professional manner, ensuring exceptional member satisfaction and loyalty.
  4. Cross-Selling: Cross-sell credit union products and services to members, identifying opportunities to meet their unique financial needs.
  5. Operations Support: Process mail and night depository transactions, create new member packets as needed, and ensure that the teller station is properly stocked with forms and supplies.
  6. Problem Resolution: Research and resolve member issues, answering questions and providing support as needed.
  7. Team Collaboration: Assist the Branch Supervisor/Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and performing closing procedures.
  8. Continuous Improvement: Recommend changes, workflow efficiencies, and quality improvements to enhance overall service delivery.
  9. Performance Metrics: Meet or exceed performance goals, as outlined by the supervisor.


Requirements

We are seeking a motivated and customer-focused individual who possesses the following qualifications:




  • Education: High School Diploma or GED, plus two years of customer service and cashier experience, or a comparable combination of education and experience.
  • Technical Skills: Proficiency in PC-based software, including Microsoft Office.
  • Soft Skills: Ability to project a professional appearance and positive attitude, excellent customer service and communication skills.


Salary and Benefits

As a Financial Services Representative, you can expect a competitive salary of $16.23 per hour, plus monthly incentives. Enjoy a comprehensive benefits package, including health insurance, retirement savings, and paid time off.



About Heritage Financial Credit Union

At Heritage Financial Credit Union, we are committed to providing exceptional member service and fostering a culture of excellence. We believe in recognizing and rewarding our employees for their hard work and dedication. Join our team and be part of a dynamic and supportive environment that values teamwork, innovation, and community involvement.



Equal Opportunity Employer: Heritage Financial Credit Union is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional service to our members.



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