Representative Finance Jobs

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Universal Service Rep (Financial Service Rep)

Heritage Family Credit Union South Londonderry, VT

20d ago

$23 - $25/hr Full time Banking Business Development Cash Management

Banking Business Development Cash Management

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Job Description

Heritage Family Credit Union’s Londonderry branch in South Londonderry, Vermont is seeking a Universal Service Representative to deliver a world-class member experience while supporting membership openings, lending processes, cross-selling, and daily branch operations. This onsite role offers a pay range of $23 to $25 per hour and requires at least one year of banking or sales experience with a high school diploma or equivalent.

Responsibilities

Cultivate relationships with individuals and local businesses to open new memberships.
Guide members through the consumer lending process from application to loan closing and identify additional financial goals we can support.
Assist members with compassionate problem-solving and provide education to help improve their future financial outcomes.
Welcome members with a friendly, professional demeanor to ensure a world-class experience on every interaction.
Handle member inquiries, loan requests, updates, troubleshooting, deposits, withdrawals, loan payments, transfers, and other transactions promptly and accurately.
Operate at a drive-up station as part of daily duties.
Open and close the branch, including arming and disarming security alarms and processing night drops or mail envelopes.
Support ATM or in-store ITM servicing and maintenance and perform check scanning as needed.
Maintain the MSR station at organization and supply levels, ensuring cleanliness and readiness.
Contribute to onboarding and training of new employees when required.
Collaborate with team members to meet branch goals and enhance the member experience while ensuring daily operations are completed.
Accurately process deposits, withdrawals, payments, and transfers as part of daily transactions.
Maintain up-to-date knowledge of all credit union products and services handled by Member Service Representatives and promote them as appropriate.
Actively identify, explain, and cross-sell credit union products and services where suitable.
Open new accounts and loans with proficiency, including consumer and business share accounts, term share certificates, debit cards, and more.
Ensure timely collection and review of account and loan documentation for accuracy and completeness.
Complete account and loan checklists and quality controls in a timely manner.
Adhere to credit union policies, procedures, and regulatory requirements, including AML and BSA considerations.
Assist other departments as needed, respond to emails and phone inquiries, and handle file, fax, and mail communications.
Back up other MSRs or FSRs as required and assist the Branch/Department Manager as needed.
Maintain reliable, predictable attendance and perform any other duties as assigned.

Requirements

High school diploma or equivalent is required.
Minimum of one year of banking and/or sales experience.
Experience with a financial institution involving account openings and lending is preferred.
Proficient with calculator, keyboard, and Microsoft Office Suite.
Basic computer and math skills.
Excellent verbal and written communication skills.
Strong attention to detail and problem-solving abilities.
Ability to work independently and as part of a team.

Technologies

Microsoft Office Suite

Benefits

Paid time off in addition to federal holidays.
Medical, dental, and vision coverage for employees working 24+ hours per week.
401(k) with company match.
Ongoing training opportunities.
Eight hours of volunteer time with an organization important to you.
Seasonal reimbursements for gym membership up to $25, hobby expenses up to $25, and fresh local foods up to $25.

Who We're Looking For

Strong relationship-building skills to position themselves as a trusted resource for members and teammates.
Problem-solving mindset and a commitment to delivering exceptional service through proven and creative strategies.
Motivation to achieve identified goals and objectives through individual initiative and collaborative teamwork.

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