Concierge Banker

Heritage Federal Credit Union•Jeffersonville, IN
•Onsite

About The Position

Heritage Federal Credit Union is hiring a part-time Concierge Banker for its Jeffersonville, Indiana branch. The role is suited to a helpful, customer-service-oriented professional with experience in transactional cross-selling and product education. The scheduled hours are Mondays and Wednesdays from 10:00 a.m. to 2:00 p.m. and Fridays from 9:00 a.m. to 6:00 p.m. Starting pay is $17.80 per hour. Heritage Federal Credit Union is a nonprofit, full-service financial institution founded in 1965. It has more than $1 billion in assets and serves over 65,000 members across communities in Indiana, Kentucky, and Illinois. The organization describes itself as mission-driven and committed to improving daily lives, providing members with financial products and services, and supporting local communities through donations, sponsorships, and volunteerism.

Requirements

  • High school diploma or GED.
  • Experience in sales.
  • Excellent customer service skills.
  • Solid communication skills.
  • Self-motivated and professional.
  • Experience in transactional cross-selling and product education.

Responsibilities

  • Sincerely greet each member in the branch.
  • Educate members on using ITMs for transactional needs.
  • Answer questions about Heritage products and services.
  • Provide quality referrals to Senior and Relationship Bankers.
  • Assist members with technical services, account maintenance, and opening shares and accounts.
  • Maintain knowledge of credit union products and services.
  • Cross-sell products and services.
  • Perform other duties as required.
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