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Heritage Financial Credit Union · 16 hours ago

Digital Financial Partner - Dolson Branch

Branch, LA

Contract

Onsite

Entry, Mid Level

$23/hr - $26/hr

Heritage Financial Credit Union is a member-owned financial institution committed to helping members achieve their financial goals. The Digital Financial Partner will handle incoming member calls, assist with digital enrollments, and provide expertise on HFCU products and services while ensuring a high level of customer satisfaction.

BankingFinanceFinancial Services

Responsibilities

Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services

Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads

Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate

Required expertise on all products and services offered by HFCU

Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general

Cash handling and processing transactions

Organize priorities, achieve monthly goals, and deliver quality work

Ability to function as Teller or Financial Service Representative to support branch needs

Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you

Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements

Participate in organizational team projects, representing Retail in a professional and competent manner

Mentor new hires

Performs other duties as assigned

Qualification

Customer service experienceSales experienceHFCU product knowledgeCall center experienceCash handlingProfessional appearanceActive listeningEffective communicationProblem-solvingTeam collaboration

Required

Customer service and sales experience

Notary License required or within 12 months of hire

Previous call center experience a plus

Active listening and effective communication

Problem-solving abilities and technical support skills

HFCU product knowledge

Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development

Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions

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

The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance

Demonstrate the ability to think critically and creatively to problem solve and build business plans

Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals

Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization

Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner

Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members

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

Effectively communicate with team members and peers to develop a network of support and collaboration

Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members