Heartland Credit Union (Kansas)
  • Newton Branch
  • Newton, KS, USA
  • Base + Commission
  • Full Time

BCBS Health and Dental Insurance; Paid Life & LTD Insurance; 401(k) Plan; Paid Vacation and Holidays; Wellness Program; Small friendly work environment; Opportunity for advancement


Heartland Credit Union is a member-owned financial cooperative serving nearly 25,000 members. We've been proudly serving our members since 1948. HCU has many locations in Kansas including Wichita, Hutchinson, Newton and Haven. Learn more about Heartland Credit Union by going to www.hcu.coop.

We are looking for someone to bring in new business and build relationships with current membership to help them with their full financial picture at our Newton branch.

SCHEDULE

Must be available from 7:15 a.m. - 6:15 p.m. Monday - Friday. Some Saturday's required from 8:00 a.m. - 12:15 p.m.

  Branch Hours (Lobby):
Mon-Fri: 9:00am - 5:00pm
  Branch Hours (4 Lane Drive-thru):
Mon-Fri: 7:30am - 6:00pm
Sat: 8:00am - 12:00pm

LOCATION

This person will work from our Newton branch, located on South Kansas Ave. 

ABOUT THE POSITION

The Financial Services Representative will provide quality and efficient service to our members. The successful candidate will help members with their full financial picture including opening new accounts, cross-selling HCU products and services, interviewing members regarding loan and credit card applications, conducting sales calls, and performing other operational branch duties.

The successful candidate will be considered a universal employee with the following responsibilities:

  • Guide members through the borrowing processes from education/pre-qualification to receiving, reviewing and processing the loan application for  consumer (auto, personal, and consolidation), home equity, credit card, and overdraft account loans.
  • Meet with loan applicants to explain credit policies and to obtain additional loan information and documentation for underwriting.
  • Conduct outreach calls daily to current and potential members regarding current promotions, products and services.
  • Open new accounts (checking, savings, IRA's, etc.), renewing and redeeming certificate accounts, and assisting members with other financial needs.
  • Perform a variety of other branch activities including greeting members entering the branch, assisting them with ATM usage, branch opening/closing procedures and maintenance of the branch ATM's.
  • Expands member base through consultative sales techniques and referrals.
  • Compare and evaluate possible products and services in order to provide product and service recommendations to best meet our members needs and financial circumstances.
  • Expected to meet assigned monthly goals for deposits, loans, memberships, new checking accounts, loan protection insurance, referrals and debit and/or credit cards.
  • Actively participate and represent Heartland in various community, civic, and professional organizations.
  • Provides superior service to our members.
  • Ensures members are promptly and professionally served.
  • Cross-sells credit union products and services.
  • Attends meetings and training sessions as required.
  • Pro-actively supports and advances HCU's culture and brand.
  • Performs all other duties as assigned.

QUALIFICATIONS

EDUCATION/CERTIFICATIONS:

  • High school graduate; college degree preferred.

EXPERIENCE:

  • Minimum two years related experience.
  • Previous experience with full-service financial institution preferred.
  • Previous sales experience preferred.

SKILLS:

  • Self-motivated, self-starter, driven to succeed.
  • Solid written, verbal and public relation skills.
  • Solid time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
  • Strong analytical skills.
  • Proficient in MS Office programs.

OTHER REQUIREMENTS:

  • Valid driver's license.
  • Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Will be subject to the required registration process, which includes fingerprinting and a criminal background screening. Fees are paid for by Heartland Credit Union.
  • Will become a Certified Credit Union Financial Counselor (CCUFC) through CUNA's FiCEP program. Certification fees are paid for by Heartland Credit Union.
  • Will complete Heartland's FSR Education program including sales training.

PHYSICAL REQUIREMENTS:

  • Sedentary work; sitting most of the time.
  • Exerts up to 30 lbs. of force occasionally.

BENEFITS

Check out a full list of our benefits on our Career Page by clicking HERE.

For consideration:

To apply from our career site, go to Apply Now. If you are viewing from an outside posting board, go to www.hcu.coop, then find "Careers". You must create an account to apply and upload a resume. All inquiries are completely confidential.

Equal Opportunity Employer/Affirmative Action Employer

Heartland Credit Union an Equal Opportunity Employer (EOE). Heartland provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation and gender identity, national origin, age, disability or genetics. Heartland hires and promotes individuals solely on the basis of their qualifications for the job to be filled. We encourage qualified minority, female, veteran and disabled candidates to apply and be considered for open positions. This practice applies to all areas of employment including recruitment, hiring, training and education, promotion, termination, compensation and all conditions and privileges of employment in accordance with applicable federal, state and local laws.

Full Job Description
Heartland Credit Union (Kansas)
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