Digital Financial Partner/Universal Banking Associate - Matamoras Home Base

Description

Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in:

• Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
• Excellence: We strive to provide our members with the best possible service.
• Teamwork: We believe that we can achieve more together than we can alone.
• Respect: We treat each other with dignity and respect.
• Community: We are committed to giving back to the communities we serve.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive benefits package, including a very generous PTO policy. We are always looking for talented and motivated individuals to join our team.
 

POSITION DESCRIPTION

Position: Digital Financial Partner/Universal Associate Float

Classification: Non-Exempt 

Department: Retail Banking

Approved By: AVP of Retail Banking

Salary Range: $21-$27 per hour depending on experience, plus monthly incentives. A $2,000 sign-on bonus will be paid out in the first paycheck following 180 days of employment.

POSITION PURPOSE

Our Mission: At Heritage Financial, we are more than a bank. We believe in our members and employees- in their stories, both past and yet to be written. We are the combined Heritage of generations who care about and support each other to provide lasting contributions in our community. We are committed to creating opportunities for people by providing necessary tool, resources and education to make possible the achievement of their goals, hopes and dreams. 

In this role, you will be responsible for promoting financial well-being of existing and new members by building, maintaining, and deepening relationships by providing exceptional customer service and recommending appropriate solutions. This includes, but is not limited to, placing members in appropriate account and loan products, cross-selling credit union services and referring members to other lines of business as appropriate, cash handling and processing transactions. This is a position to specifically support the member experience in a digital and e-banking space, with the ability to act as an additional resource to the in-branch member experience. 

ESSENTIAL FUNCTIONS AND RESPONSIBILITES

1. 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. 
2. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads 
3. Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. 
4. Required expertise on all products and services offered by HFCU 
5. Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general.
6. Cash handling and processing transactions.
7. Organize priorities, achieve monthly goals, and deliver quality work
8. Ability to function as Teller or Financial Service Representative to support branch needs
9. Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resourc