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Job Description Position Title: Digital Financial Partner Department: Retail Banking Classification: Exempt Salary Range: $23.00 - $26.00 per hour Position reports to: Branch Manager Positions Supervised: Retail Banking Staff POSITION PURPOSE If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES • Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services., • Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads, • Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate., • Required expertise on all products and services offered by HFCU, • Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general., • Cash handling and processing transactions., • Organize priorities, achieve monthly goals, and deliver quality work, • Ability to function as Teller or Financial Service Representative to support branch needs, • Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you., • Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements., • Participate in organizational team projects, representing Retail in a professional and competent manner., • Mentor new hires, • Performs other duties as assigned Requirements Education/Certification: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: • Previous call center experience a plus., • Active listening and effective communication., • Problem-solving abilities and technical support skills., • HFCU product knowledge., • Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development., • Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. • Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals., • Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization., • Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner., • Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members., • Ability to project a professional appearance and positive attitude at all times., • Effectively communicate with team members and peers to develop a network of support and collaboration., • Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Caccomo District - Northwestern Mutual! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located at: 2515 South Rd Poughkeepsie NY 12601 Meet some of our local team: Kevin Caccomo Managing Director: • Time with NM: Began his career in 2012., • Prior Experience: Has held dual roles as a Wealth Management Advisor and member of the Poughkeepsie office leadership team., • Passionate About: Originally from Dutchess County, Kevin enjoys life with his wife and two sons. He is deeply committed to serving families in the community where he grew up.Araea Minnow Executive Director of Recruitment:, • Time with NM: Joined Northwestern Mutual in 2019., • Prior Experience: Leads recruitment and the interview process for the Mid-Hudson District Office within the Tronco Network., • Passionate About: Focused on connecting talented individuals with life-changing career opportunities. Araea lives in the Hudson Valley with her husband Matt and their two children, Levi and Leia.James Wong Director of Operations & Development:, • Time with NM: Joined Northwestern Mutual in 2020., • Prior Experience: Supports advisor training and development in the Poughkeepsie office and serves as Lead Financial Representative to Managing Director Kevin Caccomo., • Passionate About: Helping new advisors reach their full potential and guiding clients with integrity and purpose. James lives in Ulster County with his wife and three children.William Brammer Growth and Development Director:, • Time with NM: Started as an intern with Northwestern Mutual in 2016., • Prior Experience: Financial Advisor with additional responsibilities supporting advisor development., • Passionate About: A lifelong Hudson Valley resident who builds financial plans and professional relationships based on trust, integrity, and a genuine care for his community.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Caccomo is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.