Account Manager

Posted One Month Ago
Be an Early Applicant
Newburgh, IN, USA
In-Office
18-18 Hourly
Junior
Financial Services
The Role
Provides prompt, professional support to credit union members through phone, chat, and video interactions. Resolves inquiries and concerns, processes transactions accurately according to established procedures, explains financial products and services, performs basic information center functions, and communicates effectively with members and personnel.
Summary Generated by Built In

Description

Heritage Federal Credit Union, recognized by American Banker as one of the Best Credit Unions to Work For, is growing thanks to our focus on helping our members and community. At Heritage, we foster a dynamic and collaborative environment where your contributions truly make a difference. We are searching for an Account Manager to join our amazing team! 

The Account Manager is responsible for ensuring that members who contact the Virtual Banking Center receive prompt and professional service. This position involves answering a variety of member inquiries via phone, chat, or video call and facilitating transactions in accordance with established procedures. Additionally, the Account Manager serves as a knowledgeable resource to inform members about Heritage’s extensive range of products and services.

Enjoy a work schedule free from nights and Sundays. Plus, we offer premium pay for Saturdays!

Starting Pay: $18.01/hour

Full - Time

What you’ll do:

  • Promptly resolving members' questions or concerns with professional solutions.
  • Effectively communicate with credit union members and personnel.
  • Performs basic assigned Information center functions associated with position.
  • Accurately perform duties with established policies and procedures.
  • Responsible for other related duties as required or assigned.

Qualifications/Experience Required:

  • High school graduate or equivalent.
  • One to three years of previous or similar experience in customer service or related field.
  • Excellent communication skills, oral and written.
  • Accurate and efficient typing skills.
  • Ability to work basic computer functions and applications.
  • Professional phone etiquette skills

About Heritage Federal Credit Union
Heritage Federal Credit Union is a full-service financial institution with over $1 billion in assets and serves more than 65,000+ members in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, or Harrison Counties in Indiana; or Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, or Crittenden Counties in Kentucky; or Lawrence, Wabash, White, Gallatin or Hardin Counties in Illinois. As a nonprofit, credit unions provide low-cost financial services to their members and are mission driven. Founded in 1965, Heritage Federal is committed to improving daily lives of those we live and work with, providing members the best financial products and services, and giving back to the local communities through donations, sponsorships, and volunteerism. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.

EOE

Skills Required

  • High school diploma or equivalent
  • One to three years of customer service or related experience
  • Excellent oral and written communication skills
  • Accurate and efficient typing skills
  • Ability to use basic computer functions and applications
  • Professional phone etiquette skills
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The Company
HQ: Newburgh, IN
Year Founded: 1937

What We Do

Heritage Federal Credit Union is a community-focused, community-chartered Federal credit union serving over 65,000 members across Southern Indiana, Kentucky, and Illinois.

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