Financial Service Representative

At Horizon Credit Union, this is more than just a job. It's a place where you can grow, make a difference and feel connected to your work and community. We're committed to providing you with the tools and resources to build a fulfilling career with a good work-life balance. Join us to thrive, do your best work and help create positive change in your community.

Full-Time

Non-Exempt

$21.96-$31.84/hourly

* This figure shown represents the minimum and maximum of the range for this role. Individual offers are made dependent upon a candidate’s experience, education and skill level.

Our goal is that you feel successful, supported, and balanced in all aspects of your life! To assist with this we offer:

• Medical, Dental & Vision Insurance for full-time and reduced full-time employees and their families
• Telemedicine for part-time employees
• Paid Group Life and Disability Insurance
• Employee Assistance Program
• Tuition Reimbursement Program
• 401K Retirement Savings
• Employer 401K Retirement Contributions & Matching upon eligibility
• Discretionary Annual Incentive Bonus based on eligibility criteria
• Paid Time Off per Full Calendar Year:
• 10 hours of PTO per month (prorated for reduced full-time and part-time)
• Paid Birthday Holiday
• Paid Wellness Days
• Up to 24 hours of Paid Volunteer Time annually
• 11 Paid Holidays
• And More!

High school diploma or general education degree (GED);
Minimum One year lending experience required;
Two-years related lending, financial institution, cash handling, and customer service experience preferred.

Demonstrated ability to identify member needs, build relationships, and recommend appropriate products and services. An equivalent combination of education and experience may be considered.

• Deliver an exceptional member experience by actively engaging with every member, owning the full end-to-end journey, and providing prompt, professional support.
• Drive branch performance by owning and actively managing a personal production pipeline through consistent outbound calling, disciplined lead follow‑up, and relationship deepening activities to meet and exceed deposit, loan, membership, and all referral growth goals.
• Consistently achieve target goals in Debt Protection and GAP sales as well as referral goals to our partners in our Mortgage Department and Horizon Retirement and Investment’s (HRI)
• Assist members through the full loan and account opening process, ensuring complete and accurate information while clearly explaining loan and deposit options, insurance products, policies, interest rates, payoffs, and all relevant credit union products and services.

• Demonstrate strong lending judgement including interpreting credit reports, identifying risk indicators, explaining loan decisions, and supporting sound, compliant credit recommendations.
• Research and resolve account discrepancies related to deposits, withdrawals, and loan payments, providing support to frontline employees and members as needed.
• Represents HZCU professionally within the branch and community by maintaining a visible presence, engaging in outreach, and adhering to branding guidelines, social media standards, and approved apparel, all to strengthen brand recognition, generate new opportunities, and contribute to member, branch, and market growth goals.

• Leverage evolving digital tools and systems to deliver efficient, seamless omnichannel experiences while ensuring accuracy in financial calculations, including discounts, interest, and other key financial transactions.
• Ability to navigate core data system including input, output, and inquiry…