Financial Services Representative

3 weeks ago


Georgetown, Texas, United States United Heritage Credit Union Full time

At United Heritage Credit Union, we're committed to providing exceptional member experiences. As a Financial Services Representative, you'll play a vital role in helping our members achieve their financial goals. Location: 12 Waters Edge Circle, Georgetown, TX 78626. Schedule: Flexible availability to work up to 40 hours per week during business hours between 8:15am-5:45pm, Monday through Friday, and rotating Saturdays from 8:30AM-2:30PM. You'll work in a professional and positive environment, providing top-notch customer service as you accurately and efficiently process everyday banking transactions. Key responsibilities include promoting and maintaining positive relationships with members and teammates, cross-selling and referring credit union products and services, and giving back to the community through various initiatives. To succeed in this role, you'll need excellent listening and communication skills, a passion for providing outstanding service, and the ability to multitask in a fast-paced environment. Requirements include a High School Diploma or equivalent, at least 6 months of cash handling and customer service experience, and previous experience cross-selling products and services. Experience in a service-oriented position with a focus on external customer service is a plus. A competitive benefits package, including 401(k) options, generous paid time off, education reimbursement program, and opportunities for advancement, are just a few of the perks of working at United Heritage Credit Union. Join our team and help us deliver exceptional member experiences while advancing your career in a dynamic and team-oriented environment. Estimated salary: $45,000 - $65,000 per year, based on experience and qualifications. Total compensation includes a base salary and bonus potential, which varies based on individual performance and business needs. United Heritage Credit Union offers a range of benefits, including medical, dental, and vision insurance, as well as a 401(k) plan with employer matching. Our generous paid time off policy allows employees to recharge and prioritize their well-being. Education Reimbursement Program and Professional Development opportunities help our employees grow in their careers. As a Financial Services Representative, you'll be empowered to make decisions, take ownership of your work, and have the opportunity to advance your career. With over 74,000 members, 11 branch locations, and $1.4 billion in assets, United Heritage Credit Union is a trusted partner in the communities we serve. We take pride in our commitment to delivering exceptional member experiences and our vision to be the primary financial institution for our members. If you're passionate about delivering outstanding service and advancing your career in a dynamic and team-oriented environment, we encourage you to apply.



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