Member Experience & Lending Specialist

Heritage Family Credit Union; Londonderry (VT); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, and vision benefits

401k match

Ongoing training

Volunteer time

Gym reimbursement (up to $25)

Fresh local foods reimbursement (up to

Job summary

Heritage Family Credit Union in Vermont seeks a Universal Service Representative to deliver world class member experience. You will greet members, process deposits and withdrawals, assist with loans, and support branch operations with accuracy and courtesy.

This role emphasizes relationship building, problem solving, and teamwork, offering benefits including PTO, health coverage, a 401(k) match, training, and community involvement opportunities.

Qualifications

• Strong relationship building skills to be a trusted resource for members and teammates.
• Proven problem solver who delivers exceptional service with creative strategies.
• Ability to work independently and within a collaborative team to meet goals.

Responsibilities

• Greet and assist members with world class service, handling inquiries and transactions.
• Open new memberships and assist with consumer lending from application to closing.
• Cross-sell products and educate members on financial options to achieve goals.
• Maintain accurate documentation and comply with AML/BSA requirements.
• Support branch operations, including drive-up, opening/closing, and training new staff.

Skills

Relationship building

Problem solving

Initiative

Team collaboration

Job description

Heritage Family Credit Union in Vermont seeks a Universal Service Representative to deliver world class member experience. You will greet members, process deposits and withdrawals, assist with loans, and support branch operations with accuracy and courtesy.

This role emphasizes relationship building, problem solving, and teamwork, offering benefits including PTO, health coverage, a 401(k) match, training, and community involvement opportunities.