Float Relationship Banker

Start your career with Heritage Federal Credit Union! Heritage Federal Credit Union, a Readers' Choice Best Credit Union gold award recipient, is growing thanks to the focus on helping our members and community.

The Float Relationship Banker requires flexibility in working across multiple branches and Virtual Banking Center (VBC), providing support where needed to ensure an optimal member experience. The Float Concierge Banker will assist members via on-screen, video experience, phone, chat, or in person handling questions, concerns, and explanations of credit union products and services.

Primary Responsibilities:

• Flexibility and the ability to work at multiple locations as needed
• Assist members via on-screen, video experience, phone, chat, or in person
• Troubleshoot technical issues related to the ITM to provide seamless member experiences
• Process member requests, including address/phone/email changes, wire transfers, stop payment requests, check orders and more
• Open new membership accounts
• Answer any questions about Heritage products and services
• Utilize lending and credit expertise to deliver sophisticated credit solutions best suited to meet the client’s needs
• A flexible schedule to accommodate the needs of the business
• Maintaining knowledge of credit union products and services
• Cross-selling products and services
• Assist other personnel within the VBC as required
• Filling in at other locations as needed
• Has mastered all the skills required in the virtual teller, account manager, and concierge banker job description

Qualifications Include:

• 100% Travel availability
• College degree or equivalent preferred
• 3-5 years of experience in finance or sales
• Excellent customer service
• Experience working in a call center or similar environment
• Punctual, self-motivated, confident, and accurate

About Heritage Federal Credit Union:
Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in certain counties in Indiana, Kentucky, and Illinois. More information regarding Heritage Federal Credit Union can be located .

EOE