What are the responsibilities and job description for the Float Concierge Banker position at Heritage Federal Credit Union?
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. At Heritage, we foster a dynamic and collaborative environment where your contributions truly make a difference. As we continue to expand, we are searching for a Float Concierge Banker to join our amazing team!
The Float Concierge 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. Weekday scheduling and location may vary; however, stipend pay will be applied. Candidates’ availability will also need to be Fridays from 8:00 am - 6:30 pm, and Saturdays (rotating) from 8:30 am - 12:30 pm.
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
- Stay updated in ITM functionalities to better assist members
- 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
- Produce quality referrals to Senior and Relationship Bankers
- A flexible schedule to accommodate the needs of the business
- Maintaining knowledge of credit union products and services
- 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
- High School diploma or GED
- 1 year of experience in finance or sales
- Excellent customer service
- Experience working in a call center or similar environment
- Self-motivated professional
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; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
EOE
