Financial Partner​/Universal Associate - Matamoras Branch

Description

Join us as a Financial Partner and be the trusted guide for our members’ financial journeys. You’ll deliver exceptional service, offer smart solutions, and build lasting relationships, all while helping members achieve their goals.

If you’re energetic, people-focused, and love making a real impact in your community, this is your chance to grow, learn, and shine in a supportive, fast-paced environment.

Heritage Financial Credit Union is a member‑owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive.

We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed.

• Experience: Go Above Expectations;
  Create Positive Moments;
  Personally Acknowledge
• Service: Deliver As One Team;
  Stay A Step Ahead;
  Guide With Product Expertise
• Integrity: Do What's Right;
  Speak the Truth;
  Own Our Actions
• People: Grow Together;
  Respect Every Voice;
  Build Trusting Relationships;
  Strengthen Culture & Community

As a Financial Partner you will be responsible for promoting the financial well‑being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross‑selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently.