Financial Partner Hiring Event

Heritage Financial Credit Union•Newburgh, NY

6d•Onsite

About The Position

You're Invited to Our Financial Partner Hiring Event! Looking for a career where you can make a difference in your community while growing professionally? We are seeking Financial Partners to join the HFCU team and be the trusted guide for our members’ financial journeys. You’ll deliver exceptional service, offer smart solutions, and build lasting relationships, all while helping members achieve their goals. This exciting Hiring Event will be held on June 16, from 3:00 pm - 6:30 pm in Newburgh, NY. At this event, you'll have the opportunity to: Meet directly with our Hiring Managers and Leadership Team Learn about career growth opportunities at Heritage Financial Credit Union Explore our Financial Partner role and how you can help members achieve their financial goals Interview on-site and discuss your experience in person Learn more about our $750.00 Sign-On Bonus If you’re energetic, people-focused, and love making a real impact in your community, we want to see you there! Apply now for detailed information on location Here's a little about us : Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our Core Values: Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge Service: Deliver As One Team; Stay A Step Ahead; Guide With Product Expertise Integrity: Do What's Right; Speak the Truth; Own Our Actions People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community

Requirements

High School Diploma or equivalent required; Bachelor’s degree preferred.
NMLS License required.
A Notary License is required or must be obtained within 9 months of hire.
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union.
Submit referrals to the Commercial Loan Department as appropriate.
The employee will comply with all requirements of the Bank Secrecy Act (BSA) and cooperate with the designated BSA Officer in assuring compliance.
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.

Responsibilities

Promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions.
Guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently.
Delivering exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler’s checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assisting members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager.
Assisting the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures.
Demonstrating an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations.
Demonstrating comprehensive knowledge of all products and services offered by Heritage Financial Credit Union.
Engaging in conversations with business members about available commercial loan products and their structures.
Identifying lending opportunities through discussions with business members while opening accounts.
Participating in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reaching out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommending improvements to workflows, efficiency, and quality of service.
Supporting and promoting all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources.
Submitting thorough referrals to the Commercial Loan Department.
Understanding the documentation required for initiating a commercial loan application.
Engaging with Heritage Financial teammates development initiatives and actively participating in personal growth using available resources.
Organizing priorities effectively to achieve monthly goals while maintaining a high standard of work quality.
Meeting or exceeding established performance goals.
Responding to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promoting and facilitating digital enrollments and adoption for all HFCU products and services.
Performing account and loan intake and funding.
Managing digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads.
Effectively performing Lobby Engagement and First Impression Opening daily.
Ability to open and close the branch as assigned by branch management.

Benefits

Paid Time Off & Paid Federal Holidays
Medical, Dental, Vision & Life Insurance
Employee Assistance Program
Flexible Spending Accounts (FSA)/Health Savings Accounts (HSA)
Supplement Benefits: Critical Illness Care, Identity Theft Protection, Pet Insurance, Legal Services
BenefitsPlus+ perks program (travel, entertainment, gift cards and so much more)
CareNet - benefits concierge service
401(k) with 5% Employer Match
Educational Assistance
Paid Time to Volunteer
HFCU Logo-wear (that our employees wear with pride!)