Heartland Credit Union (Kansas)

Financial Services Representative Jobs at Heartland Credit Union (Kansas)

Financial Services Representative Jobs at Heartland Credit Union (Kansas)

Sample Financial Services Representative Job Description

Member Solutions Specialist

HCU Logo

Heartland Credit Union is the winner of the 2023 Community's Choice Award for Reno county in several areas, including "Best Place to Work!"

CCA

Heartland Credit Union is looking for a full-time Member Solutions Specialist to provide quality and efficient service to our members via our video conferencing software (Connections). Looking for a positive, friendly and motivated individual who enjoys customer service, sales, and fast-paced environment. 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.

Heartland has a quality training program and this is a great opportunity to gain experience in the financial services field and be a part of a growing company!

LOCATION
We have two consumer lending locations, one in Hutchinson at 4000 N. Monroe and one in Wichita at 37th & Maize Rd. The successful candidate can work from either location.

HOURS
Member Solutions Specialist must be available 8am - 6pm, Monday-Friday and rotating Saturdays 8:45am-12:15pm.

Connection Hours to assist members with account and lending needs: 9am - 6pm, Monday-Friday and from 9am-12pm on Saturday

ABOUT THE POSITION

The successful candidate will have the following responsibilities:

  • Guides members through the borrowing processes from education/preā€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 evaluate and verify loan applications and credit criteria. Computes debt ratios, verifies employment, income and determines collateral.
  • Conducts outreach calls to current and potential members regarding current promotions, products and services.
  • Presents and explains HCU services and products to members and assists in meeting their financial needs including opening new accounts (checking, savings, IRA's, etc.), renewing and redeeming certificate accounts.
  • Expands member base through consultative sales techniques and referrals.
  • Compares and evaluates 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, loan protection products, memberships, new checking accounts, 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.
  • Proactively supports and advances HCU's culture and brand.
  • Performs all other duties as assigned.

ABOUT HEARTLAND

Heartland Credit Union has been providing exceptional member service for over 75 years! Our small friendly work environment allows our employees to know our customers we serve and fellow employees. As we continue to grow, we need great talent like you to be a part of our team and culture. We are community driven and are very active in the communities we serve by volunteering and supporting local events. HCU has many locations in Kansas including Wichita, Hutchinson, Newton, Haven, Hays, and Ness City. Learn more about Heartland Credit Union by going to www.hcu.coop.

QUALIFICATIONS

EDUCATION/CERTIFICATIONS:

  • High school graduate; two-year college degree preferred.

EXPERIENCE:

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

SKILLS:

  • 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 be become a Certified Credit Union Financial Counselor (CCUFC) through CUNA's FiCEP program. Certification fees are paid for by Heartland Credit Union.

PHYSICAL REQUIREMENTS:

  • Sedentary work; sitting most of the time.
  • Exerts up to 10 lbs. of force occasionally.

For immediate 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 is 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.

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