Account Manager

Heritage-Federal-Credit-Union; City of Newburgh (NY); Hybrid; USD 32,000 - 43,000; Full time

Benefits offered by this job

No night shifts

No Sundays

Premium pay on Saturdays

Job summary

Heritage Federal Credit Union seeks an Account Manager to deliver prompt, professional service to members via phone, chat, or video, and to facilitate transactions per established procedures.

You will inform members about Heritage’s products and services, ensuring accurate information and courteous support, with a schedule free from nights and Sundays. Starting pay is $18.01/hour, full-time.

Qualifications

• High school graduate or equivalent.
• 1–3 years in customer service or related field.
• Excellent oral and written communication skills.
• Accurate and efficient typing skills.
• Ability to work basic computer functions and applications.
• Professional phone etiquette skills.

Responsibilities

• Promptly resolve members' questions or concerns with professional solutions.
• Effectively communicate with credit union members and personnel.
• Perform basic assigned Information center functions related to the position.
• Adhere to established policies and procedures in daily duties.

Skills

Customer service

Phone etiquette

Typing

Communication

Computer skills

Education

High school diploma

Job description

Description

Heritage Federal Credit Union, recognized by American Banker as one of the Best Credit Unions to Work For, is growing thanks to our focus on helping our members and community. At Heritage, we foster a dynamic and collaborative environment where your contributions truly make a difference. We are searching for an Account Manager to join our amazing team!

The Account Manager is responsible for ensuring that members who contact the Virtual Banking Center receive prompt and professional service. This position involves answering a variety of member inquiries via phone, chat, or video call and facilitating transactions in accordance with established procedures. Additionally, the Account Manager serves as a knowledgeable resource to inform members about Heritage’s extensive range of products and services.

Enjoy a work schedule free from nights and Sundays. Plus, we offer premium pay for Saturdays!

Starting Pay: $18.01/hour

Full - Time

What you’ll do:

• Promptly resolving members' questions or concerns with professional solutions.
• Effectively communicate with credit union members and personnel.
• Performs basic assigned Information center functions associated with position.
• Accurately perform duties with established policies and procedures.
• Responsible for other related duties as required or assigned.

Qualifications/Experience Required:

• High school graduate or equivalent.
• One to three years of previous or similar experience in customer service or related field.
• Excellent communication skills, oral and written.
• Accurate and efficient typing skills.
• Ability to work basic computer functions and applications.
• Professional phone etiquette skills

About Heritage Federal Credit Union

Heritage Federal Credit Union is a full-service financial institution with over $1 billion in assets and serves more than 65,000+ members in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, or Harrison Counties in Indiana; or Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, or Crittenden Counties in Kentucky; or Lawrence, Wabash, White, Gallatin or Hardin Counties in Illinois. As a nonprofit, credit unions provide low-cost financial services to their members and are mission driven. Founded in 1965, Heritage Federal is committed to improving daily lives of those we live and work with, providing members the best financial products and services, and giving back to the local communities through donations, sponsorships, and volunteerism. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.

EOE