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Heritage Financial Credit Union · 1 day ago

Financial Development Counselor

Poughkeepsie, AR

Full-time

Onsite

Entry Level

$23/hr - $29/hr

2+ years exp

Heritage Financial Credit Union is a member-owned financial institution dedicated to helping members achieve their financial goals. The Financial Development Counselor plays a key role in building relationships with the community, providing personalized banking services, facilitating financial counseling sessions, and participating in outreach initiatives.

BankingFinanceFinancial Services

Responsibilities

Serve as an ambassador of the Credit Union and its vision to promote financial well-being so people may reach their fullest potential in life, to provide the necessary tools, resources and opportunities for learning to make possible the achievement of people's hopes and dreams

Conduct and support daily branch operations as mentioned in the purpose

Make it easy for members to do business with the Credit Union

Maximize member experience by creating a warm, courteous and welcoming location for community members and their children

Facilitate financial education workshops, participate in community outreach initiatives and attend community events

Ensure financial education software and core system is accurate and up to date to allow all staff to step in and assist members at any juncture of their journey to full resolution as needed as soon as possible whenever possible

Recommend changes to workflow, processes and quality

Provide assistance on financial education and basic finance questions in person, virtually over the phone or Zoom

Track and report key FDC performance indicators such as walk ins, workshops conducted, referrals to and from other Credit Union departments and other community service organizations

Actively participating in ongoing training as needed in order to meet all certification standards and credentialing requirements of the department

Work effectively as a team member, participating actively and constructively

Ensure client and member issues are addressed timely and are fully resolved

Assist FDC Manager as necessary in balancing, maintaining, and auditing ATM and cash vault, training new employees, opening/closing procedures, etc

Represent HFCU at events as deemed necessary

Possess in depth knowledge of HFCU financial products and services

Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures

Perform other duties as necessary or assigned

Qualification

Financial education certificationBanking operationsCustomer service experienceFluency in SpanishInterpersonal skillsBasic math skillsActive listeningVerbal communicationWritten communicationDetail oriented

Required

A high school diploma or its equivalent

Notary designation or ability to attain within 6 months

Financial education certification or ability to attain within 6 months

Proven knowledge of operational structure and workings of a bank or credit union as well as the products and services offered by these financial institutions is a plus

This position requires that the employee gain a working knowledge of Bank Secrecy ACA (BSA) requirements and how they will affect their work

Two years of customer service, financial or social services experience

Ability to effectively communicate the organization's mission and specific program-related objectives

Ability to project a professional appearance and positive attitude at all times

Ability to manage daily tasks as assigned and work with community members

Availability for outside meetings and events

Ability to use initiative and independent judgment

Ability to effectively relate to co-workers, members, and partner sites using excellent active listening, interpersonal, verbal and written communication skills

Ability to prioritize assignments, manage and perform multiple tasks presented by more than one person

Conducting initial assessments of potential members' situation to determine needs and goals

Be detail oriented and able to meet deadlines

Demonstrate technical competence, including proficiency with banking systems and digital tools

Ability and willingness to discreetly manage personal information

Ability to perform basic math, spelling, and grammar, for accurate transaction processing and recordkeeping

Must complete financial education coursework and have completed, or be able to complete, financial education certification and other relevant training as assigned by management

Must be willing to occasionally work flexible hours including evenings and Saturdays

Must have reliable transportation to be present at the workplace and at community events

Preferred

Fluency in both Spanish and English, with strong written and verbal communication skills is highly preferred to better serve our members and the communities we support

Ability to communicate proficiently in Spanish and English highly desirable