Member Experience & Lending Specialist

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

Benefits offered by this job

Paid time off / holidays

Medical, dental, and vision benefits

401k match

Ongoing training

Volunteer time

Gym/hobby/food reimbursements

Job summary

Heritage Family Credit Union in Rutland, VT is seeking a Universal Service Representative (USR) at the Allen Street branch to be the frontline advocate for members and co-workers, delivering world-class service and supporting membership growth.

The role includes opening new memberships, guiding members through the lending process, and helping members achieve their financial goals with a friendly, professional approach. A competitive hourly rate and full benefits accompany this position.

Qualifications

• A high school diploma or equivalent is required.
• Minimum of one year banking and/or sales experience.
• Proficient use of calculator, keyboard and Microsoft Office Suite

Responsibilities

• Greet and assist members, providing world-class service.
• Open new memberships and assist with consumer lending from application to loan closing.
• Cross-sell credit union products and services to meet members' needs
• Maintain accurate account documentation and assist with daily branch operations

Skills

Relationship-building

Problem-solving

Team player

Education

High school diploma or equivalent

Job description

Heritage Family Credit Union in Rutland, VT is seeking a Universal Service Representative (USR) at the Allen Street branch to be the frontline advocate for members and co-workers, delivering world-class service and supporting membership growth.

The role includes opening new memberships, guiding members through the lending process, and helping members achieve their financial goals with a friendly, professional approach. A competitive hourly rate and full benefits accompany this position.