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Rotational Financial Partner & Branch Advisor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-03
Listing for:
Heritage Financial Credit Union
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service
Job Description & How to Apply Below
Heritage Financial Credit Union in New York is seeking a Flex Financial Partner to support multiple branches by delivering outstanding member service and tailored financial solutions. This fully rotational role requires adaptability, cross‑selling, and a proactive approach to ensure a consistent member experience across locations.
You’ll travel between branches, handle deposits and payments, promote digital enrollment, and refer to the Commercial Loan Department when appropriate.
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