Financial Partner/Universal Associate - Central Valley

About the role

Join us as a Financial Partner and be the trusted guide for our members’ financial journeys. You’ll deliver exceptional service, offer smart solutions, and build lasting relationships, all while helping members achieve their goals. If you’re energetic, people-focused, and love making a real impact in your community, this is your chance to grow, learn, and shine in a supportive, fast-paced environment.

Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our Core Values: Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge Service: Deliver As One Team; Stay A Step Ahead; Guide With Product Expertise Integrity: Do What's Right; Speak the Truth; Own Our Actions People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community

Responsibilities

• Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler’s checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
• Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
• Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
• Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations