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Member-First Financial Partner

Job in Town of New Paltz, Ulster County, New York, USA
Listing for: Heritage Financial Credit Union
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR

Job Description & How to Apply Below

Location: Town of New Paltz

Heritage Financial Credit Union is hiring a Financial Partner to promote member financial well-being by building, maintaining, and deepening relationships through exceptional service and tailored solutions.

You will guide members toward suitable accounts and loan products, cross-sell services, and refer to other lines of business as needed, while handling cash and processing transactions efficiently in a fast-paced community setting.

Are you ready to take on the Member-First Financial Partner role at Heritage Financial Credit Union?

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Town of New Paltz, NY, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 55.000 - 75.000.

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