Universal Associate (40 hours flex, $2,000 Sign-On Bonus)

Heritage Financial Credit Union is in search of a Universal Associate (Level 2 or 3)! 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).

If you are looking for a challenging and rewarding career in the financial services industry with a company with 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.

Location: This is a float position with your home base located at the New Paltz branch. Responsible for travel/coverage between the Newburgh and New Paltz branches as needed. Mileage is reimbursed. Reliable vehicle required.

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 RESPONSIBIITIES

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 resources available to you.

10. 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.

11. Participate in organizational team projects, representing Retail in a professional and competent manner.

12. Mentor new hires

13. Performs other duties as assigned.

Requirements

QUALIFICATIONS

Education/Certification: Customer service and sales experience. Notary License required or within 12 months of hire.

REQUIRED KNOWLEDGE AND EXPERIENCE:

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.

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.

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.

Skills/Abilities:

Demonstrate the ability to think critically and creatively to problem solve and build business plans.

Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals.

Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization.

Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.

Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.

Ability to project a professional appearance and positive attitude at all times.

Effectively communicate with team members and peers to develop a network of support and collaboration.

Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members.

Bilingual a plus.

Equal Opportunity Statement

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.