Heritage Financial Credit Union
Overview
Heritage Financial Credit Union is a member-owned financial institution committed to helping members achieve their financial goals and building a stronger community. We value integrity, excellence, teamwork, respect, and community. We offer a supportive, collaborative work environment with competitive pay and a comprehensive benefits package, including a generous PTO policy. Base pay range
$23.00/hr - $26.00/hr Rate of Pay: $23.00 - $26.00 per hour Essential functions and responsibilities
Answer all incoming member calls and address needs, including guiding members to appropriate accounts and consumer loan products and assisting with digital enrollments for HFCU products and services. Respond to digital inquiries and needs (chat, online accounts, loan requests, marketing leads). Proactively reach out to new memberships established through business partners to assess needs and offer additional products and services. Demonstrate expertise on all HFCU products and services. Provide best options for members in sales opportunities and general needs. Handle cash and process transactions. Organize priorities, meet monthly goals, and deliver quality work. Function as Teller or Financial Service Representative to support branch needs. Support employee development and participate in personal growth resources. Identify operational enhancements and, with applicable departments, brainstorm, design, and implement approved enhancements. Participate in organizational team projects and represent Retail professionally. Perform other duties as assigned. Performance measurements
Performance is evaluated against competencies and goals outlined in the Employee Performance Program, with levels determined by management based on location needs. Level 3 reflects superior product knowledge and strong needs-based selling skills. Requirements
Education/Certification:
Customer service and sales experience. Notary license required or within 12 months of hire. Required knowledge and experience: Previous call center experience is a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred), including needs-based selling, goal attainment, cash handling, project and team participation, and community development. Develop skills in cash handling and transactional processing, account and loan intake and funding, and responding to member inquiries in-branch and by phone. This position requires working knowledge of Bank Secrecy Act (BSA) requirements and compliance with BSA processes as applicable. Skills/abilities
Think critically and creatively to problem-solve and build business plans. Collaborate effectively with teammates, department leaders, and business partners to achieve goals. Demonstrate self-awareness, discipline, and a strong desire to learn and contribute to the organization’s success. Communicate professionally with internal and external members, listening to and addressing needs and concerns. Project a professional appearance and positive attitude. Develop a network of support and collaboration with peers. Provide engaging, high-quality service to both internal and external members. Seniority level
Associate Employment type
Full-time Job function
Sales, Finance, and Customer Service Industries
Banking, Financial Services, and Telephone Call Centers Note: This description reflects responsibilities and requirements for this position and may be subject to change. EEO statements and eligibility information may be included as required by law.
#J-18808-Ljbffr
Heritage Financial Credit Union is a member-owned financial institution committed to helping members achieve their financial goals and building a stronger community. We value integrity, excellence, teamwork, respect, and community. We offer a supportive, collaborative work environment with competitive pay and a comprehensive benefits package, including a generous PTO policy. Base pay range
$23.00/hr - $26.00/hr Rate of Pay: $23.00 - $26.00 per hour Essential functions and responsibilities
Answer all incoming member calls and address needs, including guiding members to appropriate accounts and consumer loan products and assisting with digital enrollments for HFCU products and services. Respond to digital inquiries and needs (chat, online accounts, loan requests, marketing leads). Proactively reach out to new memberships established through business partners to assess needs and offer additional products and services. Demonstrate expertise on all HFCU products and services. Provide best options for members in sales opportunities and general needs. Handle cash and process transactions. Organize priorities, meet monthly goals, and deliver quality work. Function as Teller or Financial Service Representative to support branch needs. Support employee development and participate in personal growth resources. Identify operational enhancements and, with applicable departments, brainstorm, design, and implement approved enhancements. Participate in organizational team projects and represent Retail professionally. Perform other duties as assigned. Performance measurements
Performance is evaluated against competencies and goals outlined in the Employee Performance Program, with levels determined by management based on location needs. Level 3 reflects superior product knowledge and strong needs-based selling skills. Requirements
Education/Certification:
Customer service and sales experience. Notary license required or within 12 months of hire. Required knowledge and experience: Previous call center experience is a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred), including needs-based selling, goal attainment, cash handling, project and team participation, and community development. Develop skills in cash handling and transactional processing, account and loan intake and funding, and responding to member inquiries in-branch and by phone. This position requires working knowledge of Bank Secrecy Act (BSA) requirements and compliance with BSA processes as applicable. Skills/abilities
Think critically and creatively to problem-solve and build business plans. Collaborate effectively with teammates, department leaders, and business partners to achieve goals. Demonstrate self-awareness, discipline, and a strong desire to learn and contribute to the organization’s success. Communicate professionally with internal and external members, listening to and addressing needs and concerns. Project a professional appearance and positive attitude. Develop a network of support and collaboration with peers. Provide engaging, high-quality service to both internal and external members. Seniority level
Associate Employment type
Full-time Job function
Sales, Finance, and Customer Service Industries
Banking, Financial Services, and Telephone Call Centers Note: This description reflects responsibilities and requirements for this position and may be subject to change. EEO statements and eligibility information may be included as required by law.
#J-18808-Ljbffr