Digital Financial Partner - Rykowski Branch

Job Description

Heritage Financial Credit Union is a member‑owned financial institution committed to helping members achieve their financial goals and building a stronger community. This role focuses on providing superior member service across all channels, ensuring a seamless experience for customers and supporting branch operations.

• Integrity
  :
  Honest and trustworthy dealings with members, employees, and the community.
• Excellence
  :
  Strive to provide the best possible service.
• Teamwork
  :
  Achieve more together.
• Respect
  :
  Treat each other with dignity.
• Community
  :
  Commit to giving back to the communities served.

We believe in a workplace where everyone feels valued and respected, and where employees can thrive through training, development, and growth opportunities.

Rate of Pay: $23.00 – $26.00 per hour.

• Answer all incoming member calls and address all needs, including placing members in appropriate accounts and consumer loan products and assisting with digital enrollments for all HFCU products and services.
• Respond to digital inquiries such as chat, online account and loan requests, and marketing leads.
• Proactively reach out to new memberships established through line‑of‑business partners to assess needs and offer additional products and services.
• Maintain required expertise on all HFCU products and services.
• Think critically to provide the best options to members in sales and general needs.
• Handle cash and process transactions.
• Organize priorities, achieve monthly goals, and deliver quality work.
• Function as Teller or Financial Service Representative to support branch needs.
• Support all HFCU employee development initiatives and actively participate in personal growth.
• Identify operational enhancements and research options to present to the Enhancement Committee.
• Participate in organizational team projects, representing Retail professionally.
• Mentor new hires.
• Perform other duties as assigned.

Performance is measured against the competencies and goals outlined in the Employee Performance Program, established in partnership with the employee’s leadership. The position has three levels, with Level 3 indicating superior product knowledge and the ability to handle all complex branch assignments independently.

Customer service and sales experience; notary license required or within 12 months of hire.

• Previous call center experience a plus.
• Active listening and effective communication.
• Problem‑solving abilities and technical support skills.
• HFCU product knowledge.
• Extensive customer service and sales experience (financial industry preferred) including customer service, needs‑based selling, goal attainment, cash handling, project and team participation, and community development.
• Cash handling and transactional processing skills, performing account and loan intake and funding, and answering member inquiries via in‑branch and phone interactions.

• Think critically and creatively to problem‑solve and build business plans.
• Collaborate effectively with direct team, department leaders, and line‑of‑business partners to achieve organizational goals.
• Demonstrate self‑awareness, discipline, and a strong desire to learn and contribute to the success of self, team members, and the organization.
• Communicate professionally and respectfully with internal and external members.
• Listen, anticipate, and address the needs and concerns of all members.
• Project a professional appearance and positive attitude at all times.
• Develop a network of support and collaboration with teammates.
• Display engagement, enthusiasm, and passion by providing stellar service to members.

This position requires a working knowledge of Bank Secrecy Act (BSA) requirements and compliance cooperation with the designated BSA Officer.