Financial Partner/Universal Associate - SUNY New Paltz Branch
Hudson Heritage FCU, Springtown, NY, United States
Financial Partner
Join us as a Financial Partner 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.
Overview
Heritage Financial Credit Union is a member-owned financial institution committed to helping our members achieve their financial goals. We believe everyone deserves access to affordable financial services and are dedicated to providing the tools and resources needed to achieve financial dreams.
We strive to be the leading financial institution in the communities we serve and to create a culture of excellence where employees can thrive. We value a workplace where everyone feels valued and respected and encourages teamwork and community impact.
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
Position Purpose
As a Financial Partner, you will promote the financial well‑being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. Responsibilities include 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.
Essential Functions and Responsibilities
Deliver exceptional member service by accurately processing all branch transactions following proper procedures—including 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.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager.
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures.
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations.
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union.
Engage in conversations with business members about available commercial loan products and their structures.
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources.
Submit thorough referrals to the Commercial Loan Department.
Understand the documentation required for initiating a commercial loan application.
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources.
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality.
Meet or exceed established performance goals.
Respond 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.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures.
Perform account and loan intake and funding.
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads.
Effectively perform Lobby Engagement and First Impression Opening daily.
Ability to open and close the branch as assigned by branch management.
Requirements
Education / Certification
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.
Knowledge
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. 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
4+ years of extensive customer service and sales experience, preferable 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.
Skills / Abilities
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.
What's in it for you?
Salary:
$20.00 - $23.00 per hour (depending on experience)
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!
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.
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Join us as a Financial Partner 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.
Overview
Heritage Financial Credit Union is a member-owned financial institution committed to helping our members achieve their financial goals. We believe everyone deserves access to affordable financial services and are dedicated to providing the tools and resources needed to achieve financial dreams.
We strive to be the leading financial institution in the communities we serve and to create a culture of excellence where employees can thrive. We value a workplace where everyone feels valued and respected and encourages teamwork and community impact.
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
Position Purpose
As a Financial Partner, you will promote the financial well‑being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. Responsibilities include 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.
Essential Functions and Responsibilities
Deliver exceptional member service by accurately processing all branch transactions following proper procedures—including 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.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager.
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures.
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations.
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union.
Engage in conversations with business members about available commercial loan products and their structures.
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources.
Submit thorough referrals to the Commercial Loan Department.
Understand the documentation required for initiating a commercial loan application.
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources.
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality.
Meet or exceed established performance goals.
Respond 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.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures.
Perform account and loan intake and funding.
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads.
Effectively perform Lobby Engagement and First Impression Opening daily.
Ability to open and close the branch as assigned by branch management.
Requirements
Education / Certification
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.
Knowledge
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. 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
4+ years of extensive customer service and sales experience, preferable 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.
Skills / Abilities
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.
What's in it for you?
Salary:
$20.00 - $23.00 per hour (depending on experience)
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!
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.
#J-18808-Ljbffr