Flex Financial Partner/Universal Associate

Description

Join us as a Flex Financial Partner and play a key role in supporting multiple branches as a trusted guide for our members’ financial journeys. In this dynamic, fully rotational position, you’ll deliver exceptional service, offer smart financial solutions, and build strong relationships, wherever support is needed most.

This role is ideal for someone who thrives in a fast-paced, ever-changing environment, enjoys variety, and can quickly adapt to different teams and branch settings. If you’re dependable, people-focused, and motivated to make an impact across the communities we serve, this is a great opportunity to grow your skills and expand your experience.

Here's a little about us: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 Core Values:Experience: Go Above Expectations; Create Positive Moments; Personally AcknowledgeService: Deliver As One Team; Stay A Step Ahead; Guide With Product ExpertiseIntegrity: Do What's Right; Speak the Truth; Own Our ActionsPeople: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community
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POSITION PURPOSE

As a Flex Financial Partner, you are responsible for promoting the financial well-being of members across multiple branch locations by delivering exceptional service, building strong relationships, and providing tailored financial solutions. This role supports various branches as needed, ensuring continuity of service, operational efficiency, and consistent member experience. Responsibilities include guiding members toward appropriate account and loan products, cross-selling credit union services, and referring members to other lines of business, while accurately processing transactions and maintaining cash handling standards 

FLEX REQUIREMENTS

1. Fully rotational position with assignment across multiple branch locations as needed, no fixed branch assignment 
2. Regular travel between branch locations is required 
3. Variable scheduling may include split shifts, adjusted hours, and coverage of staffing emergencies. Extended evening hours and Saturday hours required on a regular rotation and as needed.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler’s checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. 
2. Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources 
3. Meet or exceed established performance goals 
4. Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality 
5. Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. 
6. Utilize critical thinking skills to identify and provide the best options for members, particularly in cross-selling opportunities and addressing their needs 
7. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures 
8. Performing account and loan intake and funding 
9. Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads 
10. Acquire a foundational understanding of the Commercial Loan Products offered by the credit union and submit referrals to the Commercial Loan Department as appropria