Member-First Financial Partner

Heritage Financial Credit Union; Town of New Paltz (NY); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Zusammenfassung

Heritage Financial Credit Union is hiring a Financial Partner to promote member financial well-being by building, maintaining, and deepening relationships through exceptional service and tailored solutions.

You will guide members toward suitable accounts and loan products, cross-sell services, and refer to other lines of business as needed, while handling cash and processing transactions efficiently in a fast-paced community setting.

Qualifikationen

• 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.

Aufgaben

• Promote the financial well-being of members by building and deepening relationships through exceptional service.
• Guide members to suitable account and loan products and cross-sell credit union services.
• Handle cash, process transactions, and manage branch operations efficiently.
• Engage with business members about commercial loan products and their structures.
• Refer members to other lines of business as needed and submit referrals to the Commercial Loan Department.

Kenntnisse

Customer service

Cash handling

Branch operations

Commercial lending talks

Cross-selling

Ausbildung

High School Diploma

Bachelor’s degree preferred

Tools

NMLS License

Notary License

Jobbeschreibung

Heritage Financial Credit Union is hiring a Financial Partner to promote member financial well-being by building, maintaining, and deepening relationships through exceptional service and tailored solutions.

You will guide members toward suitable accounts and loan products, cross-sell services, and refer to other lines of business as needed, while handling cash and processing transactions efficiently in a fast-paced community setting.