Teams at Heritage Financial Credit Union

Performs journal entries, account reconciliations, month-end close activities, fixed asset and prepaid accounting, daily cash monitoring, accounts payable review, budgeting support, variance analysis, audit support, and process improvements. Serves as a financial resource for branches and departments, investigates discrepancies, supports treasury and liquidity functions, and ensures compliance with credit union policies and regulations.

Performs journal entries, account reconciliations, period-end close activities, fixed-asset and prepaid-asset accounting, cash monitoring, accounts payable review, budgeting, variance analysis, and audit support. Investigates discrepancies in high-volume accounts, supports treasury and liquidity functions, communicates financial information to departments, ensures regulatory compliance, and implements accounting process improvements.

Serves credit union members by processing branch transactions, opening accounts, funding loans, recommending financial products, and identifying lending opportunities. Builds and deepens member relationships through needs-based selling, digital banking support, outbound outreach, and community engagement. Refers commercial loan opportunities, supports branch operations, maintains cash and vault controls, assists with training, and ensures compliance with regulatory and credit union requirements.