Heartland Credit Union (Kansas)

Traveling Branch Specialist Jobs at Heartland Credit Union (Kansas)

Traveling Branch Specialist Jobs at Heartland Credit Union (Kansas)

Sample Traveling Branch Specialist Job Description

Traveling Branch 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 Traveling Branch Specialist to support the VP of Retail Branch Operations by overseeing the efficient operation of the branch(es) to ensure all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security, and satisfaction to members and staff.

SCHEDULE

Must be available from 7:15 a.m. - 6:15 p.m. Monday - Friday. Some Saturdays required from 7:45 a.m. - 12:15 p.m.

LOCATION

This person will travel to different branches as needed, including Hutchinson, Wichita, Haven, and Newton. The main location this person will work out of when no travel is needed, will be based on where they live.

ABOUT THIS POSITION

The successful candidate will be responsible for the following activities:

  • Performs various branch related functions at various branches as assigned by the VP of Retail Branch Operations as needed.
  • Supports all branch operations including teller duties, processing deposits, withdrawals, loan payments, and cashiers' checks, money orders, cash advances, ATM maintenance, and safe deposit boxes (where applicable).
  • Ensures proper frontline member service coverage at retail branch locations by managing traveling teller schedule. Ensures proper assignments based on experience, and current performance.
  • Opens new accounts, renewing and redeeming certificate accounts, IRAs and HSAs, financial counseling and assisting members with other financial needs.
  • Receives, reviews, and processes applications for consumer (auto, personal, and consolidation), home equity, credit card, and overdraft loans.
  • Assists with onboarding of new member service staff by providing guidance, training, and coaching following completion of formal training program.
  • Works to create and maintain a high-quality work environment so team members are motivated to perform at their highest level.
  • Attends meetings and training sessions as required.
  • Provides superior service to our members and staff.
  • Proactively supports and advances HCU's brand and culture platform.
  • 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/CERTIFICATION:

  • High school graduate or equivalent. Additional college coursework in business or finance preferred or equivalent experience.

EXPERIENCE:

  • Thorough knowledge of financial services and products.
  • Understanding of related legal and regulatory requirements.
  • Familiarity with financial institution branch functions, policies, and procedures.
  • At least two years of related experience in a financial institution and lending required.
  • Previous leadership experience helpful.

SKILLS:

  • Strong interpersonal and leadership skills.
  • Proven sales and business development skills.
  • Well organized.
  • Ability to operate related computer applications and related business equipment.
  • Attention to detail.
  • Ability to maintain an effective and efficient workflow.

OTHER REQUIREMENTS:

  • Valid driver's license.
  • Will be required to become a Certified Credit Union Financial Counselor (CCUFC) through CUNA's FiCEP program. Certification fees are paid for by HCU.
  • Will be required to become registered through the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act of 2008. Fees paid for by HCU.

PHYSICAL REQUIREMENTS:

  • Required to sit, stand, and walk.
  • Standing for extended periods of time.
  • Exerts up to 30 lbs. of force occasionally.

BENEFITS

Check out a full list of our benefits on our Career Page via www.hcu.coop.

For immediate consideration:

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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