Teams at Heritage Financial Credit Union

Supports enterprise applications and workflows by assisting users, resolving routine issues, maintaining system settings and documentation, supporting testing and implementations, preparing reports, and identifying process improvements. The role collaborates with internal teams, business partners, and vendors to improve efficiency, reliability, accuracy, and member service while maintaining compliance with financial services requirements.

Provides comprehensive member service at a credit union branch by processing transactions, opening accounts, funding loans, recommending financial products, identifying commercial lending opportunities, and managing digital inquiries. Builds member relationships through needs-based selling, referrals, community outreach, and proactive follow-up. Supports branch operations, including ATM and vault balancing, employee training, opening and closing procedures, compliance, and achievement of performance goals.

Provides branch-based financial services to credit union members, including transaction processing, account opening, loan intake and funding, product recommendations, digital banking support, commercial loan referrals, and relationship development. The role handles cash, supports branch operations, participates in community outreach, meets performance goals, ensures regulatory compliance, and assists with training and branch opening and closing procedures.