<p>Apply</p> <p>Job Type</p> <p>Full-time</p> <p>Description</p> <p>We're looking for a Digital Financial Partner who thrives on connection, even in a virtual world. Someone who can turn every call, chat, or click into a meaningful member experience while confidently guiding people to the right financial solutions.</p> <p>If you enjoy helping others, thinking on your feet, and finding opportunities to make every interaction count, this is your chance to make an impact.</p> <p>Here's a little about us:</p> <p>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.</p> <p>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</p> <p>=========================================================================================</p> <p>POSITION PURPOSE</p> <p>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.</p> <p>ESSENTIAL FUNCTIONS AND RESPONSIBILITIES</p> <ul> <li>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. </li><li>Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads </li><li>Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. </li><li>Required expertise on all products and services offered by HFCU </li><li>Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. </li><li>Cash handling and processing transactions. </li><li>Organize priorities, achieve monthly goals, and deliver quality work </li><li>Ability to function as Teller or Financial Service Representative to support branch needs </li><li>Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. </li><li>Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. </li><li>Participate in organizational team projects, representing Retail in a professional and competent manner. </li><li>Mentor new hires </li><li>Performs other duties as assigned </li></ul> <p>Requirements</p> <p>EDUCATION/CERTIFICATION:</p> <p>Customer service and sales experience. Notary License required or within 12 months of hire.</p> <p>KNOWLEDGE:</p> <p>This position requires that the employee gain HFCU product knowledge. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.</p> <p>EXPERIENCE:</p> <ul> <li>Previous call center experience a plus. </li><li>Active listening and effective communication. </li><li>Problem-solving abilities and technical support skills. </li><li>Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. </li><li>Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. </li></ul> <p>SKILLS/ABILITIES:</p> <ul> <li>Demonstrate the ability to think critically and creatively to problem solve and build business plans. </li><li>Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. </li><li>Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. </li><li>Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. </li><li>Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. </li><li>Ability to project a professional appearance and positive attitude at all times. </li><li>Effectively communicate with team members and peers to develop a network of support and collaboration. </li><li>Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. </li></ul> <p>What's in it for you?</p> <p>Salary: $23.00 - $26..00 per hour (based on experience)</p> <p>Benefits:</p> <ul> <li>Paid Time Off & Paid Federal Holidays </li><li>Medical, Dental, Vision & Life Insurance </li><li>Employee Assistance Program </li><li>Flexible Spending Accounts (FSA)/Health Savings Accounts (HSA) </li><li>Supplement Benefits: Critical Illness Care, Identity Theft Protection, Pet Insurance, Legal Services </li><li>BenefitsPlus+ perks program (travel, entertainment, gift cards and so much more) </li><li>CareNet - benefits concierge service </li><li>401(k) with 5% Employer Match </li><li>Educational Assistance </li><li>Paid Time to Volunteer </li><li>HFCU Logo-wear (that our employees wear with pride!) </li></ul> <p>Equal Opportunity Statement</p> <p>Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.</p>