Heritage Financial Credit Union is seeking a Financial Partner to deliver exceptional member service and tailor financial solutions. You will guide members toward suitable account and loan products, cross-sell services, and maintain strong community relationships.
Ideal candidates have 4+ years in customer service and sales, with an emphasis on financial products. The role includes cash handling, AML/BSA compliance, and opportunities to grow with a supportive, fast-paced team.
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This position is listed as full time and onsite.