Financial Service Representative

Wappingers Falls, NY (http://maps.google.com/maps?q=1476+Route+9D+Wappingers+Falls+NY+USA+12590) • Retail Banking

Job Type

Full-time

Description

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 benefits package, including a very generous PTO policy. We are always looking for talented and motivated individuals to join our team.

POSITION DESCRIPTION

Position Title:Financial Service Representative

Department:Retail Banking

Classification:Non-Exempt

Salary Range:$19.54-$24.43 an hour depending on experience, plus monthly incentives

REPORTING RELATIONSHIPS

Position reports to:Branch Manager

Positions Supervised:None

POSITION PURPOSE

Responsible for promoting financial well-being so people may reach their fullest potential in life by promoting our credit union’s products and services to new and existing members. Our FSRs are to use all available tools and training to help our members accomplishes their goals and in the process find cross-sell opportunities that will benefit the member. In addition, our FSRs are to counsel members on credit score enhancement to assist them in building, enhancing and maintaining a strong financial future.

Requirements

QUALIFICATIONS

Education & Certifications

• 2 year college degree preferred

• Three to five years experience in sales and/or financial counseling; or a comparable combination of education and experience

• Experience working in a retail banking setting and have grown in a teller role.

Required Knowledge & Experience

• This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.

• Experience using P.C. based software and Microsoft Office, etc.

Skills/Abilities

• Ability to project a professional appearance and positive attitude at all times.

• Excellent customer service and communication skills.

• Excellent communication and people skills.

• Self-leadership skills and eager to learn/grow.

• The ability to prioritize and manage multifunction tasks.

• Bilingual a plus.

Equal Opportunity Statement

Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.

Salary Description

$19.54- $24.43 per hour plus monthly incentives