Financial Partner & Member Solutions Leader

Heritage Financial Credit Union; Village of Wappingers Falls (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Heritage Financial Credit Union in New York seeks a Financial Partner to guide members toward appropriate accounts and loan products while delivering exceptional service. You will promote cross-selling, process cash transactions, and deepen member relationships within a community-focused branch.

Responsibilities include outbound outreach, referrals to the Commercial Loan Department, and supporting digital enrollment across HFCU products.

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• NMLS license required; Notary license required or must be obtained within 9 months of hire.
• Strong member service, communication, and sales skills are essential.

Responsibilities

• Promote financial well-being by building relationships and offering tailored solutions.
• Guide members toward suitable account and loan products and cross-sell services.
• Handle cash and process transactions accurately and efficiently.
• Refer members to other lines of business as needed and coordinate with Commercial Lending.
• Engage in community events, outreach, and proactive member follow-up.
• Open accounts and assist with digital enrollment and service adoption.

Skills

Customer service

Cross-selling

Relationship building

Cash handling

Banking product knowledge

Education

High school diploma

Bachelor's degree

Job description

Heritage Financial Credit Union in New York seeks a Financial Partner to guide members toward appropriate accounts and loan products while delivering exceptional service. You will promote cross-selling, process cash transactions, and deepen member relationships within a community-focused branch.

Responsibilities include outbound outreach, referrals to the Commercial Loan Department, and supporting digital enrollment across HFCU products.