Financial Partner​/Universal Associate - Paltz Main Branch

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. If you’re energetic, people‑focused, and love making a real impact in your community, this is your chance to grow, learn, and shine in a supportive, fast‑paced environment.

Heritage Financial Credit Union is a member‑owned financial institution 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.

Our core values are:

• 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.

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. This includes 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.

• 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.
• Perf…