Float Concierge Banker

Heritage Federal Credit Union•Newburgh, IN

29d•Hybrid

About The Position

Heritage Federal Credit Union is seeking a Float Concierge Banker to support members across multiple branch locations and our Virtual Banking Center (VBC). This role provides service to members through video, phone, chat, and in-person interactions while ensuring consistent service coverage where needed. This position requires flexibility in schedule and location, including travel between branches and virtual support as business needs require and therefore receives additional stipend pay.

Requirements

Ability to travel between multiple locations (100% travel availability required)
High school diploma or GED
Minimum 1 year of experience in finance, sales, or a customer-facing role
Customer service experience required

Nice To Haves

Call center or virtual service experience preferred
Self-motivated and adaptable to changing work environments

Responsibilities

Work across multiple branch locations and the Virtual Banking Center to support operational needs
Assist members via video, phone, chat, and in person
Process routine member requests such as address, phone, and email updates; wire transfers; stop payments; and check orders
Open new membership accounts
Answer questions related to credit union products and services
Maintain working knowledge of Interactive Teller Machine (ITM) functionality
Provide referrals to Senior and Relationship Bankers when appropriate
Maintain up-to-date knowledge of credit union products, services, and procedures
Fill in at assigned locations as needed