Financial Service Representative - Dingmans Ferry Branch

Heritage Financial Credit Union • Dingmans Ferry, PA

357d

About The Position

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! 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 values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.

Requirements

• 2-year college degree preferred plus three to five years' experience in sales and/or financial counseling; or a comparable combination of education and experience.
• Working knowledge of Bank Secrecy Act (BSA) requirements.
• Experience using P.C. based software including Microsoft Office.
• Ability to project a professional appearance and positive attitude at all times.
• Excellent customer service and communication skills.
• Excellent communication and listening skills.
• Ability to prioritize and manage multifunctional tasks.

Responsibilities

• Maintain knowledge of all credit union products and services; Cross-sell credit union products and services that meet member needs.
• Maintain or surpass sales performance standards to enhance the member experience.
• Must meet or exceed sales goals.
• Consistently exhibit and enhance the sales and service skills that the credit union has adopted for all member service contact.
• Assist members in completing transactions such as deposits, withdrawals, loan payments, transfers, check cashing, etc.
• Assist Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, etc.
• Run and analyze credit reports and counsel members on improving their credit score.
• Perform member service responsibilities; answering questions and requests, researching and resolving member issues.
• Perform responsibilities in accordance with federal and state regulations, credit union policies and procedures.
• Adhere to and help enforce all security procedures as well as departmental policies and procedures.
• Assist in training and developing new and current employees.
• Perform file maintenance and account changes as needed.
• Complete required reports and maintain records accurately and promptly.
• Consistently recommend changes, workflow, efficiencies and quality.
• Keep Supervisors/Managers informed of area activity and of any significant problems or concerns.
• Actively attend and participate at meetings as required.
• Support all internal sales contests and product promotions.
• Always be a positive role model and advocate for the credit union.
• Work overtime if requested by management.
• Assist branch management with any other duties as assigned.

Benefits

• Competitive salary
• Comprehensive employee benefits package
• Very generous PTO policy

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree
• Number of Employees: 101-250 employees