Heritage Financial Credit Union
Digital Financial Partner - Dolson Branch
Heritage Financial Credit Union, Model City, New York, United States
Overview
Join a purpose-driven team at Heritage Financial Credit Union, a member-owned financial institution committed to helping members achieve their financial goals and building stronger communities. Heritage Financial Credit Union believes in integrity, excellence, teamwork, respect, and community, with an emphasis on training and opportunities for employee development. Position: Digital Financial Partner - Dolson Branch Location: Dolson Branch Estimated application status: 3 weeks ago; limited to first 25 applicants. Get AI-powered advice on this job and exclusive features. Essential Functions and Responsibilities
Answer all incoming member calls and address needs, including placing members in appropriate accounts and consumer loan products and assisting with digital enrollments for HFCU products and services. Respond to digital inquiries and needs (chat, online account and loan requests, marketing leads). Proactively reach out to new memberships established through business partners to assess needs and offer additional products and services. Maintain required expertise on all HFCU products and services. Demonstrate critical thinking to provide best options for sales opportunities and overall 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 initiatives; participate in personal growth using available tools and resources. Identify operational enhancements and propose options for process improvements; collaborate with departments to design and implement approved enhancements. Participate in organizational team projects, representing Retail professionally. Mentor new hires. Perform other duties as assigned. Performance Measurements
Performance is measured against competencies and goals outlined in the Employee Performance Program. Levels are determined by managerial assessment depending on location and business needs, with Level 3 indicating superior product knowledge, independent completion of basic duties, 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, cash handling, project and team participation, and community development. Experience with cash handling and transactional processing; ability to perform account and loan intake and funding, and answer member inquiries via in-branch and phone interactions. This position requires working knowledge of Bank Secrecy Act (BSA) requirements and compliance with the BSA under the guidance of the designated BSA Officer. Skills/Abilities
Critical and creative thinking for problem solving and business planning. Ability to collaborate effectively with team members and department leaders to achieve organizational goals. Self-awareness, discipline, and a strong desire to learn and contribute to the success of self, team, and organization. Professional and respectful communication with internal and external members. Ability to listen, anticipate, and address member needs and concerns. Professional appearance and positive attitude at all times. Strong teamwork and networking for collaboration. Engagement, enthusiasm, and passion for providing stellar service to members. Seniority level
Entry level Employment type
Full-time Job function
Design, Art/Creative, and Information Technology Industries: Banking Note: This posting may include additional information and reminders about applying or alerts.
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Join a purpose-driven team at Heritage Financial Credit Union, a member-owned financial institution committed to helping members achieve their financial goals and building stronger communities. Heritage Financial Credit Union believes in integrity, excellence, teamwork, respect, and community, with an emphasis on training and opportunities for employee development. Position: Digital Financial Partner - Dolson Branch Location: Dolson Branch Estimated application status: 3 weeks ago; limited to first 25 applicants. Get AI-powered advice on this job and exclusive features. Essential Functions and Responsibilities
Answer all incoming member calls and address needs, including placing members in appropriate accounts and consumer loan products and assisting with digital enrollments for HFCU products and services. Respond to digital inquiries and needs (chat, online account and loan requests, marketing leads). Proactively reach out to new memberships established through business partners to assess needs and offer additional products and services. Maintain required expertise on all HFCU products and services. Demonstrate critical thinking to provide best options for sales opportunities and overall 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 initiatives; participate in personal growth using available tools and resources. Identify operational enhancements and propose options for process improvements; collaborate with departments to design and implement approved enhancements. Participate in organizational team projects, representing Retail professionally. Mentor new hires. Perform other duties as assigned. Performance Measurements
Performance is measured against competencies and goals outlined in the Employee Performance Program. Levels are determined by managerial assessment depending on location and business needs, with Level 3 indicating superior product knowledge, independent completion of basic duties, 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, cash handling, project and team participation, and community development. Experience with cash handling and transactional processing; ability to perform account and loan intake and funding, and answer member inquiries via in-branch and phone interactions. This position requires working knowledge of Bank Secrecy Act (BSA) requirements and compliance with the BSA under the guidance of the designated BSA Officer. Skills/Abilities
Critical and creative thinking for problem solving and business planning. Ability to collaborate effectively with team members and department leaders to achieve organizational goals. Self-awareness, discipline, and a strong desire to learn and contribute to the success of self, team, and organization. Professional and respectful communication with internal and external members. Ability to listen, anticipate, and address member needs and concerns. Professional appearance and positive attitude at all times. Strong teamwork and networking for collaboration. Engagement, enthusiasm, and passion for providing stellar service to members. Seniority level
Entry level Employment type
Full-time Job function
Design, Art/Creative, and Information Technology Industries: Banking Note: This posting may include additional information and reminders about applying or alerts.
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