Teams at Heritage Financial Credit Union

Supports members across multiple credit union branches by processing transactions, handling account and consumer loan intake, recommending financial products, cross-selling services, managing digital inquiries, and referring commercial lending opportunities. The role requires regular travel, flexible scheduling, cash handling accuracy, regulatory compliance, branch opening and closing, community engagement, and consistent service during staffing shortages.

Supports members across multiple credit union branches by processing transactions, handling account and consumer loan intake, recommending financial products, cross-selling services, managing digital inquiries, and referring commercial loan opportunities. The role requires regular travel, flexible scheduling, cash handling, regulatory compliance, branch opening and closing, community engagement, and consistent service delivery across varied branch environments.