Traveling Branch Specialist
About The Position
Heartland Credit Union is looking for a Traveling Branch Specialist to support the VP of Retail Branch Operations by overseeing the efficient operation of the branch(es) to ensure all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security, and satisfaction to members and staff. Heartland Credit Union has been providing exceptional member service for over 75 years! Our small friendly work environment allows our employees to know our customers we serve and fellow employees. As we continue to grow, we need great talent like you to be a part of our team and culture. We are community driven and are very active in the communities we serve by volunteering and supporting local events. HCU has many locations in Kansas including Wichita, Hutchinson, Newton, Haven, Hays, and Ness City. Learn more about Heartland Credit Union by going to www.hcu.coop.
Requirements
- Pro-actively support and advance HCU's brand platform.
- Performs all other collection duties as assigned.
- A two-year college degree, or completion of a specialized certification or licensing.
- Thorough knowledge of financial services and products.
- Understanding of related legal and regulatory requirements.
- Familiarity with financial institution branch functions, policies, and procedures.
- One year to three years of similar or related experience.
- Strong interpersonal and leadership skills.
- Proven sales and business development skills.
- Well organized and attentive to detail.
- Ability to operate related computer applications and related business equipment.
- Ability to maintain an effective and efficient workflow.
- Valid driver's license.
- Will become a Certified Credit Union Financial Counselor (CCUFC) through CUNA's FiCEP program. Certification fees are paid for by HCU.
- Will be registered through the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act of 2008. Fees paid for by HCU.
- Complete all required testing.
Nice To Haves
- Past leadership or supervisory experience preferred.
Responsibilities
- Performs various branch related functions at various branches as assigned by the VP of Retail Branch Operations as needed.
- Ensures proper frontline member service coverage at retail branch locations by managing traveling teller schedule. Ensures proper assignments based on experience, and current performance.
- Receives, reviews, and processes applications for consumer (auto, personal, and consolidation), home equity, credit card, and overdraft loans when video banking is at capacity or if/when members refuse video banking.
- Opens new accounts, renewing and redeeming certificate accounts, IRAs and HSAs, financial counseling and assisting members with other financial needs when video banking is at capacity or if/when members bypasses video banking.
- Conducts outreach calls to current and potential members regarding current promotions, products and services.
- Supports all branch operations including teller duties, processing deposits, withdrawals, loan payments, and cashiers' checks, money orders, cash advances, ATM maintenance, and safe deposit boxes.
- Assists with onboarding of new member service staff by providing guidance, training and coaching following completion of formal training program.
- Attends meetings and training sessions as required.
- Provides superior service to members and staff.
- Pro-actively support and advance HCU's brand platform.
- Performs all other collection duties as assigned.
Benefits
- Certification fees are paid for by HCU.
- Fees paid for by HCU.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
