What are the responsibilities and job description for the Float Relationship 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 Relationship Banker to join our amazing team!
The Float Relationship 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 handling questions, concerns, and explanations of credit union products and services. 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
- Troubleshoot technical issues related to the ITM to provide seamless member experiences
- 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
- Utilize lending and credit expertise to deliver sophisticated credit solutions best suited to meet the client’s needs
- A flexible schedule to accommodate the needs of the business
- Maintaining knowledge of credit union products and services
- Cross-selling products and services
- Assist other personnel within the VBC as required.
- 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
- College degree or equivalent preferred
- 3-5 years of experience in finance or sales
- Excellent customer service
- Experience working in a call center or similar environment
- Punctual, self-motivated, confident, and accurate
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.
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