Heritage Family Credit Union jobs

Who We're Looking For: We are seeking a dedicated team player to join our Contact Center as a Digital Services Rep II. The ideal candidate will: Have strong customer service and communication skills, with the ability to deliver exceptional member experiences through phone, video, and digital channels. Be detail-oriented, tech-savvy individual with the ability to review applications, verify documentation, and identify potential fraud or compliance concerns. Be a self-motivated team player who can meet performance goals, multitask effectively, and maintain strong working relationships across departments. Be within a commutable distance to our Rutland, VT Operations Center. Hybrid work opportunities may be available after an initial training period. What You'll Be Doing: Serving as the first point of contact for members by processing online loan and account applications, answering calls/video calls, and resolving inquiries with one-call resolution in mind. Reviewing, assessing, and completing loan and membership applications while proactively communicating status updates and guiding members through each step. Opening new accounts and loans, cross-selling products and services, documenting fraud concerns, and ensuring all work meets compliance, accuracy, and quality standards. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $20.54- $25.68 Position Title: Digital Services Representative II FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Workers Reports To: Contact Center Supervisor Grade: 7 Summary: As a Digital Services Representative II will be the first point of contact for our membership over the phone and through digitals channels regarding their lending and membership applications while providing exceptional member experiences. This position ensures a smooth, member-focused experience by reviewing applications, verifying member information, and collaborating with other departments to support application approvals. Essential Functions: Process member applications through the credit union's online loan and account application system. Ensure timely processing of all loan and account applications. Review, assess, and process online applications for both new membership, addition of services, and loan requests. Answer incoming video calls promptly and professionally to respond and resolve members' inquiries and requests with a focus on one call resolution. Provide accurate information about products, services and company policies. Follow-up with members and escalate issues to supervisors when necessary. Provide exceptional member experiences to applicants throughout the lifespan, and beyond their application. Provide clear and helpful guidance to members throughout the application process. Proactively communicate the status of loan and membership applications to members. Troubleshoot and resolve any issues or concerns related to online applications. Maintain an up-to-date and comprehensive knowledge of all credit union products and services that are handled or promoted by the Member Applications Specialist. Proactively identify, promote, explain and cross-sell credit union products and services. Have a strong sense of identifying and preventing fraudulent activity. Work closely with the supervisor and compliance team to protect our members and company from financial loss. Document all fraud cases and maintain accurate records in credit union systems. Open new accounts and loans with a high level of proficiency, including, but not limited to consumer and business share draft accounts, term share certificates, debit cards and more. All account and loan documentation are gathered timely and reviewed for completion and accuracy. Account and loan checklists and QC are completed in a timely manner. Meet or exceed key performance metrics, including but not limited to call goals, quality assurance, and one call resolution expectations Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the contact center supervisor and manager informed of area activities of any significant problems or concerns. Qualifications: Education: A high school diploma or equivalent Experience: 2+ years working in a customer or member service role with previous lending experience is . Experience with online application platforms is a plus. Skills: Excellent verbal and written communication skills. Strong attention to detail. Problem-solving skills with the ability to troubleshoot technical issues. Ability to work independently and as a part of a team. Technical skills. Physical Requirements: This position requires sitting for long periods of time utilizing a phone headset and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of the phone and computer, performing standard keyboard functions, requiring repeated motion. Some light lifting and carrying of large paper files. Equipment is available and recommended for use of transporting large quantities of files to and from various locations. Work Environment: Professional banking environment. Hybrid work opportunities may be available after an initial training period BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

AVP, Branch Manager I FLSA Status: Exempt Reports To: VP Area Retail Leader Salary Range: $56,194.69 - $70,243.36 What We're Looking For: We are seeking a proactive and personable individual to join our team as AVP Floating Branch Manager for our Rutland Territory branches. In this role you will train, coach, and lead your teams through open communication and innovative solutions resulting in exceptional service to our members. You will provide coverage at the branches in your territory, as needed. Rutland Territory branches include: Rutland - Allen Street Rutland - West Street Brandon Castleton Fair Haven Ludlow Benefits Include: Paid time off in addition to paid federal holidays Comprehensive medical, dental, and vision benefits starting first of the month following hire date for employees who regularly work 24+ hours a week Health Savings Account with discretionary quarterly employer contributions 401k match & additional discretionary contribution Opportunities for growth and ongoing learning 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Summary: The AVP, Floating Branch Manager is a retail management position that guides and manages the operational efforts and services of multiple branches to provide consistent world class experience to credit union members, coworkers, and community partners with each interaction. Ensures established policies and procedures are followed and that members are served promptly and professionally. Trains, directs, and supervises branch employees in branch operations including transacting with a high degree of accuracy, cross-selling products and services appropriate to members needs to meet branch production and growth goals. Essential Functions: Responsible for establishing and maintaining effective and professional business relations with members and area businesses to bring in new business and foster continued growth of the branches. Handle escalated member issues and complaints while ensuring timely and satisfactory resolution. Keeping management informed of any significant problems. Maintain a highly motivated, well-trained branch staff and effective employee relations. Ensure branch employees have sufficient skills and knowledge to handle, explain, and respond to member inquiries with accuracy and efficiency for all deposit and loan products and account maintenance offered by the credit union. Monitor and manage branch performance, including profitability, transaction volumes, expense control, and budget adherence. Coach employees regularly and review cross-selling activities. Review organizational and branch goals with staff. Collaborate with management to develop and implement strategies for growth and efficiency. Ensure compliance with rules and regulatory requirements which include Bank Secrecy Act (BSA) and Anti-Money Laundering (AML). Ensure compliance with credit union policies and procedures for branch safety and security. Analyze, monitor and provide staff education on policies and procedures on an ongoing basis. Assume responsibility for maintaining a high level of proficiency over branch operations and proper cash controls. Ensure all branch transactions are balanced at the close of each day. Oversee individual accountability for the handling of cash and assist in resolving balancing or discrepancies as needed. Oversee TCR's and servicing of Automatic Teller Machines and Interactive Teller Machines both in-house and those located at off-site locations. Responsible for reliable and predictable attendance All other duties as assigned Qualifications: Education: High School diploma or GED required, Associate degree in business or related field or two years for each year not completed required. Bachelor's degree in business or related field is preferred Experience: Minimum five years retail management/leadership required. Experience in a sales capacity and general understanding of financial statements and concepts required. Experience managing within a financial institution preferred Skills: Strong interpersonal, leadership, and supervisory skills. Excellent writing and verbal communication skills and ability to prepare organized and well written documents. Excellent phone etiquette and the ability to communicate clearly and effectively in person and over the phone and through electronic channels. Computer literate, proficient use of calculator, keyboard, and experience with Microsoft Office Suite required. Experience with financial institution software systems preferred Physical Requirements: This position requires sitting for long periods of time and working primarily at a workstation or desk in an open office environment. Includes extensive use of a computer performing standard keyboard functions, requiring repeated motion, as well as extensive use of the phone. Stretching breaks are recommended to avoid injury. Some lifting or moving bags of coin 50 lbs. in weight. Physical activity as required for cleaning and maintaining buildings including use of various cleaning products. Work Environment: Professional banking environment. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Who We're Looking For: Strong understanding of operational and third-party risk management Collaborative mindset with excellent communication skills Ability to influence, advise, and guide stakeholders at all levels Desire to contribute to a culture of compliance, accountability, and growth What You'll Be Doing: Serve as the subject matter expert for Third-Party Risk Management (TPRM) and Operational Risk Management (ORM) Partner with all lines of business and second-line stakeholders as a trusted risk advisor Act as an agent of change as HFCU transitions to an enterprise perspective of risk management Support and promote a risk-aware culture throughout the organization Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $49,088.93 - $61,361.17 Position Title: Risk Analyst FLSA Status: Exempt Department: Compliance & Risk Management EEO Code: Professionals Reports To: Manager, Compliance Grade: 9 Summary: The Operational Risk Analyst is the subject matter expert for the credit unions' Third-Party Risk Management (TPRM) and Operational Risk Management (ORM). The incumbent will report directly to the Manager, Compliance. This individual acts as an agent of change as HFCU transitions to an enterprise perspective of risk management. This position collaborates with all lines of business and second line stakeholders by acting as a risk advisor and partner to support a risk-aware culture. Essential Functions: Gather and track information for successful operation of the day-to-day functions within TPRM program. Including the third-party vendor onboarding, incident monitoring, ongoing reviews, and off-boarding. Provide continuous monitoring and opportunities for improvement over the TPRM program. Continuously monitor and maintain the vendor due diligence program, including conducting annual reviews, collecting documentation, and ensuring compliance with existing policies. Evaluate new and/or existing internal control procedures or processes to identify (and initiate) improvements in programs, tools, and processes across the organization. Supporting the Compliance team in developing robust compliance and risk management programs, through established processes, to meet regulatory requirements, industry best practices, and organizational objectives. Collaborate with other business lines to assess risks and internal controls. Assist business lines (and management) in reviewing policies/procedures for associated risk and proper compliance guidance. In addition, review (and make recommendations to update) based upon regulatory guidance (new and existing) and corporate standards. Assist in driving operational risk awareness and training programs within the credit union to promote a risk focused culture and promoting risk literacy across departments. Stay updated with industry best practices, emerging trends, and regulatory changes related to operational and third-party risk, new initiative risks in the banking sector, and provide recommendations, accordingly. Partner with internal auditors and external examiners to update and track all audit/exam issues and provide reporting, as needed. This may include preparation of Supervisory Committee deliverables. Responsible for maintaining predictable & reliable attendance. Perform other duties as assigned. Qualifications: · Education: A comparable combination of education, relevant certifications, and experience will be considered in lieu of a bachelor's degree. o Minimum High School Diploma or equivalent required. o Associate or bachelor's degree with a focus in business management, risk management, or another related field. A comparable combination of education, relevant certifications, and experience will be considered in lieu of a bachelor's degree. o Relevant industry specific certifications are preferred. · Experience: o Minimum 3-5 years' experience in risk management, internal audit, IT risk, compliance, BCM, TPRM, or ORM at a financial institution is required. · Skills: This position requires a highly organized, detail-oriented self-starter. o Intermediate experience with Microsoft Office Products required. o Excellent communication skills/etiquette and the ability to communicate clearly and effectively over the phone, electronically and in writing, is critical. o Excellent verbal communication skills with the ability to present materials to groups one-on-one. o Strong analytical skills and the ability to make sound judgements. o Basic knowledge of business agreements/contracts, SOC reports, and financial statements. o Knowledge of credit union (or banking) regulations, practices, and policies. Physical Requirements: · Perform primarily sedentary work with limited physical exertion and occasional lifting up to 10 lbs. · Must be able to operate routine office equipment including computer, telephone, copier, facsimile, and calculator. · Must be able to work extended hours whenever required or requested by management. · Must be capable of regular, reliable, and timely attendance (in-person and remote). · While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, or controls; talk and hear. · Must have a valid driver's license and be able to drive between locations throughout the company footprint. Work Environment: · Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. · Must be able to work independently with little supervision. · Must be able to travel throughout the company footprint on an as-needed basis. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Who We're Looking For: A candidate with a bachelor's degree in information technology, computer science or related field (or equivalent experience) An experienced Systems Engineer with 4 years in a systems engineering or similar role A leader of complex technical projects and architecting enterprise level solutions What You'll Be Doing: Designing, implementing, and optimizing our IT infrastructure across on-premises and cloud environments Leading configuration, automation, and security hardening efforts while ensuring system reliability and compliance with industry standards Collaborating with internal teams and vendors to deliver resilient solutions Proactively monitoring performance and maintaining data integrity through robust backup and disaster recovery strategies Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $63,789.20 - $79,736.50 Position Title: Senior Systems Engineer FLSA Status: Exempt Department: Information Technology EEO Code: Technician Reports To: VP, Information Technology Grade: 11 Summary: The Senior Systems Engineer designs, implements, and optimizes the organization's IT infrastructure across on-premises and cloud environments. This role leads configuration, automation, and security hardening efforts while ensuring system reliability and compliance with industry standards. The engineer collaborates with internal teams and vendors to deliver resilient solutions, proactively monitors performance, and maintains data integrity through robust backup and disaster recovery strategies. Essential Functions: Design, implement, and maintain on-premises and Azure-based infrastructure, ensuring security, resiliency, and compliance. Functions as the subject matter expert on information technology infrastructure. Administer identity and access solutions (Active Directory, Azure AD/Entra ID), including SSO, MFA, and conditional access. Manage backup and disaster recovery strategies, monitor data protection, and perform restore testing. Harden and monitor systems using security tools and best practices; automate deployments and routine tasks with PowerShell and Infrastructure-as-Code. Monitor performance and availability of critical systems, create dashboards and alerts, and proactively remediate issues. Collaborate with internal teams and vendors to deliver IT projects, troubleshoot issues, and maintain documentation and standards. Participate in on-call rotation, incident response, and continuous improvement; provide technical guidance to team members. Provide technical guidance and mentoring to junior team members as needed. Predictable and reliable attendance required. Qualifications: Education: Bachelor's degree in information technology, computer science or related field (or equivalent experience) required. Certifications: VMCE, ZDXA, AZ-900, AZ-104, SC-900, and any additional cloud or security certifications are preferred. Experience: Minimum 4 years of experience as a Systems Engineer or similar role. Proven experience leading complex technical projects and architecting enterprise level solutions. Skills: Strong analytical and problem-solving skills with ability to manage multiple priorities in a fast-paced environment Advanced scripting and automation using PowerShell and Infrastructure-as-Code tools. Expertise in Windows Server administration, Active Directory, Microsoft Hyper-V, Intune, and Entra ID Deep knowledge of Microsoft Azure services, security hardening, and monitoring best practices Familiarity with advanced security and cloud concepts such as Zero Trust, SIEM/SOAR integration, and container orchestration (AKS) Commitment to continuous learning and staying current with technology trends and compliance standards Physical Requirements: This position requires sitting for extended periods of time. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Work Environment: Professional banking environment. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Who We're Looking For: We are seeking a dedicated team player to join our mortgage department as an Administrative Assistant. The ideal candidate will be: Someone with strong communication, organizational, and problem-solving skills who thrives in a fast-paced, member-focused environment. A detail-oriented administrative professional with experience in mortgage lending, financial services, or office administration. A friendly, dependable team player who is comfortable managing multiple tasks, providing excellent customer service, and maintaining accuracy. What You'll Be Doing: Serving as the first point of contact for the mortgage department-assisting members, coordinating appointments, and managing document flow. Handling a variety of administrative tasks including mail processing, scanning, routing documents, maintaining department supplies, and supporting loan assignment workflows. Providing timely, clear support for general mortgage inquiries while ensuring accurate records and a positive member experience. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $18.35 - $22.94 Position Title: Administrative Assistant - Mortgages FLSA Status: Non-Exempt Department: Mortgages EEO Code: Administrative Support Worker Reports To: Supervisor, Mortgage Servicing Grade: 6 Summary: The Administrative Assistant - Mortgages provides vital administrative support to the mortgage department, ensuring exceptional customer service through efficient handling of member inquiries, accurate document processing, and timely completion of all administrative tasks. This role plays a key part in delivering a positive member experience and supporting the credit union in achieving its mortgage lending objectives. Essential Functions: Serve as the first point of contact for the mortgage department by promptly greeting visitors via all forms of contact, identifying their needs, coordinating appointments, facilitating document exchange, and maintaining accurate records of interactions. Assist members with general mortgage inquiries-such as products, application status, escrow and payment details, and hardship options-providing clear and timely information by phone, email, or in person. Process incoming and outgoing mail, interoffice correspondence, and deliveries for the department. Make copies of borrower documents, promptly return the originals, and ensure scanned copies are accurately routed to the appropriate contact. Assign applications and referrals to the appropriate loan originator and processor, ensuring a warm handoff to the team. Maintain inventory of supplies for the department, ordering and tracking replacements as needed. Process weekly address change and deceased member reports. · Must maintain predictable and reliable attendance. All other duties as assigned. Qualifications: Education High school diploma or equivalent required. Experience Minimum 2 years in mortgage lending, financial services, or administrative services preferred. Skills Strong communication, organization, and problem-solving skills. Proficiency in Microsoft products. Excellent phone skills/etiquette and the ability to communicate clearly and effectively over the phone and in person. Detail-oriented, customer-focused, and able to work independently as well as part of a team. Physical Requirements: This position requires sitting for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion, as well as extensive use of the phone. Stretching breaks are recommended to avoid injury. Some light lifting and carrying large paper files. Equipment is available and recommended for use of transporting large quantities of files to and from various locations. Work Environment: • Professional banking environment. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description AVP, Branch Manager I FLSA Status: Exempt Reports To: VP Area Retail Leader Salary Range: $56,194.69 - $70,243.36 What We're Looking For: We are seeking a proactive and personable individual to join our team as AVP Floating Branch Manager for our Rutland Territory branches. In this role you will train, coach, and lead your teams through open communication and innovative solutions resulting in exceptional service to our members. You will provide coverage at the branches in your territory, as needed. Rutland Territory branches include: Rutland - Allen Street Rutland - West Street Brandon Castleton Fair Haven Ludlow Benefits Include: Paid time off in addition to paid federal holidays Comprehensive medical, dental, and vision benefits starting first of the month following hire date for employees who regularly work 24+ hours a week Health Savings Account with discretionary quarterly employer contributions 401k match & additional discretionary contribution Opportunities for growth and ongoing learning 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Summary: The AVP, Floating Branch Manager is a retail management position that guides and manages the operational efforts and services of multiple branches to provide consistent world class experience to credit union members, coworkers, and community partners with each interaction. Ensures established policies and procedures are followed and that members are served promptly and professionally. Trains, directs, and supervises branch employees in branch operations including transacting with a high degree of accuracy, cross-selling products and services appropriate to members needs to meet branch production and growth goals. Essential Functions: Responsible for establishing and maintaining effective and professional business relations with members and area businesses to bring in new business and foster continued growth of the branches. Handle escalated member issues and complaints while ensuring timely and satisfactory resolution. Keeping management informed of any significant problems. Maintain a highly motivated, well-trained branch staff and effective employee relations. Ensure branch employees have sufficient skills and knowledge to handle, explain, and respond to member inquiries with accuracy and efficiency for all deposit and loan products and account maintenance offered by the credit union. Monitor and manage branch performance, including profitability, transaction volumes, expense control, and budget adherence. Coach employees regularly and review cross-selling activities. Review organizational and branch goals with staff. Collaborate with management to develop and implement strategies for growth and efficiency. Ensure compliance with rules and regulatory requirements which include Bank Secrecy Act (BSA) and Anti-Money Laundering (AML). Ensure compliance with credit union policies and procedures for branch safety and security. Analyze, monitor and provide staff education on policies and procedures on an ongoing basis. Assume responsibility for maintaining a high level of proficiency over branch operations and proper cash controls. Ensure all branch transactions are balanced at the close of each day. Oversee individual accountability for the handling of cash and assist in resolving balancing or discrepancies as needed. Oversee TCR's and servicing of Automatic Teller Machines and Interactive Teller Machines both in-house and those located at off-site locations. Responsible for reliable and predictable attendance All other duties as assigned Qualifications: Education: High School diploma or GED required, Associate degree in business or related field or two years for each year not completed required. Bachelor's degree in business or related field is preferred Experience: Minimum five years retail management/leadership required. Experience in a sales capacity and general understanding of financial statements and concepts required. Experience managing within a financial institution preferred Skills: Strong interpersonal, leadership, and supervisory skills. Excellent writing and verbal communication skills and ability to prepare organized and well written documents. Excellent phone etiquette and the ability to communicate clearly and effectively in person and over the phone and through electronic channels. Computer literate, proficient use of calculator, keyboard, and experience with Microsoft Office Suite required. Experience with financial institution software systems preferred Physical Requirements: This position requires sitting for long periods of time and working primarily at a workstation or desk in an open office environment. Includes extensive use of a computer performing standard keyboard functions, requiring repeated motion, as well as extensive use of the phone. Stretching breaks are recommended to avoid injury. Some lifting or moving bags of coin 50 lbs. in weight. Physical activity as required for cleaning and maintaining buildings including use of various cleaning products. Work Environment: Professional banking environment. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Who We're Looking For: Strong understanding of operational and third-party risk management Collaborative mindset with excellent communication skills Ability to influence, advise, and guide stakeholders at all levels Desire to contribute to a culture of compliance, accountability, and growth What You'll Be Doing: Serve as the subject matter expert for Third-Party Risk Management (TPRM) and Operational Risk Management (ORM) Partner with all lines of business and second-line stakeholders as a trusted risk advisor Act as an agent of change as HFCU transitions to an enterprise perspective of risk management Support and promote a risk-aware culture throughout the organization Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $49,088.93 - $61,361.17 Position Title: Risk Analyst FLSA Status: Exempt Department: Compliance & Risk Management EEO Code: Professionals Reports To: Manager, Compliance Grade: 9 Summary: The Operational Risk Analyst is the subject matter expert for the credit unions' Third-Party Risk Management (TPRM) and Operational Risk Management (ORM). The incumbent will report directly to the Manager, Compliance. This individual acts as an agent of change as HFCU transitions to an enterprise perspective of risk management. This position collaborates with all lines of business and second line stakeholders by acting as a risk advisor and partner to support a risk-aware culture. Essential Functions: Gather and track information for successful operation of the day-to-day functions within TPRM program. Including the third-party vendor onboarding, incident monitoring, ongoing reviews, and off-boarding. Provide continuous monitoring and opportunities for improvement over the TPRM program. Continuously monitor and maintain the vendor due diligence program, including conducting annual reviews, collecting documentation, and ensuring compliance with existing policies. Evaluate new and/or existing internal control procedures or processes to identify (and initiate) improvements in programs, tools, and processes across the organization. Supporting the Compliance team in developing robust compliance and risk management programs, through established processes, to meet regulatory requirements, industry best practices, and organizational objectives. Collaborate with other business lines to assess risks and internal controls. Assist business lines (and management) in reviewing policies/procedures for associated risk and proper compliance guidance. In addition, review (and make recommendations to update) based upon regulatory guidance (new and existing) and corporate standards. Assist in driving operational risk awareness and training programs within the credit union to promote a risk focused culture and promoting risk literacy across departments. Stay updated with industry best practices, emerging trends, and regulatory changes related to operational and third-party risk, new initiative risks in the banking sector, and provide recommendations, accordingly. Partner with internal auditors and external examiners to update and track all audit/exam issues and provide reporting, as needed. This may include preparation of Supervisory Committee deliverables. Responsible for maintaining predictable & reliable attendance. Perform other duties as assigned. Qualifications: · Education: A comparable combination of education, relevant certifications, and experience will be considered in lieu of a bachelor's degree. o Minimum High School Diploma or equivalent required. o Associate or bachelor's degree with a focus in business management, risk management, or another related field. A comparable combination of education, relevant certifications, and experience will be considered in lieu of a bachelor's degree. o Relevant industry specific certifications are preferred. · Experience: o Minimum 3-5 years' experience in risk management, internal audit, IT risk, compliance, BCM, TPRM, or ORM at a financial institution is required. · Skills: This position requires a highly organized, detail-oriented self-starter. o Intermediate experience with Microsoft Office Products required. o Excellent communication skills/etiquette and the ability to communicate clearly and effectively over the phone, electronically and in writing, is critical. o Excellent verbal communication skills with the ability to present materials to groups one-on-one. o Strong analytical skills and the ability to make sound judgements. o Basic knowledge of business agreements/contracts, SOC reports, and financial statements. o Knowledge of credit union (or banking) regulations, practices, and policies. Physical Requirements: · Perform primarily sedentary work with limited physical exertion and occasional lifting up to 10 lbs. · Must be able to operate routine office equipment including computer, telephone, copier, facsimile, and calculator. · Must be able to work extended hours whenever required or requested by management. · Must be capable of regular, reliable, and timely attendance (in-person and remote). · While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, or controls; talk and hear. · Must have a valid driver's license and be able to drive between locations throughout the company footprint. Work Environment: · Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. · Must be able to work independently with little supervision. · Must be able to travel throughout the company footprint on an as-needed basis. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Are you passionate about delivering exceptional customer experiences? Do you thrive in a dynamic, fast-paced environment where you can make a difference in people's lives? If so, we're looking for you to join our dedicated team as a Member Service Representative (Credit Union Teller) in our Ludlow Branch! Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services, but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Starting Salary: $18 per hour Additional Compensation: May be eligible for variable incentive plan Position Title: Member Services Representative I (Credit Union Teller) FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Reports To: AVP, Branch Manager Grade: 5 Summary: The Member Service Representative I (Credit Union Teller) role is responsible for providing world class member experience to both credit union members and co-workers. This role performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy. Essential Functions: Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction. Service members promptly, accurately, and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more. Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies and is organized and cleanly. Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative I. Proactively identify, promote, explain, and cross-sell credit union products and services. Balance a cash drawer at the end of each shift, comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet. Ensure totals match and that cash and checks are balanced. Research and resolve discrepancies, communicating to the Member Service Supervisor and/or AVP, Branch Manager immediately. Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the Member Service Supervisor and/or AVP, Branch Manager informed of area activities of any significant problems or concerns. Must maintain predictable and reliable attendance. All other duties as assigned. Qualifications: Education High school diploma or equivalent is required. Experience Cash handling experience is required. Previous experience working in a financial institution, retail, or customer service role preferred. Skills Strong verbal communication and inter-personal skills, problem-solving skills, excellent attention to detail, and proficiency in basic math and computer applications. High level of integrity and professionalism. Physical Requirements: This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs. Work Environment: Professional banking environment. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks." Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Who We're Looking For: A candidate with a bachelor's degree in information technology, computer science or related field (or equivalent experience) An experienced Systems Engineer with 4 years in a systems engineering or similar role A leader of complex technical projects and architecting enterprise level solutions What You'll Be Doing: Designing, implementing, and optimizing our IT infrastructure across on-premises and cloud environments Leading configuration, automation, and security hardening efforts while ensuring system reliability and compliance with industry standards Collaborating with internal teams and vendors to deliver resilient solutions Proactively monitoring performance and maintaining data integrity through robust backup and disaster recovery strategies Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $63,789.20 - $79,736.50 Position Title: Senior Systems Engineer FLSA Status: Exempt Department: Information Technology EEO Code: Technician Reports To: VP, Information Technology Grade: 11 Summary: The Senior Systems Engineer designs, implements, and optimizes the organization's IT infrastructure across on-premises and cloud environments. This role leads configuration, automation, and security hardening efforts while ensuring system reliability and compliance with industry standards. The engineer collaborates with internal teams and vendors to deliver resilient solutions, proactively monitors performance, and maintains data integrity through robust backup and disaster recovery strategies. Essential Functions: Design, implement, and maintain on-premises and Azure-based infrastructure, ensuring security, resiliency, and compliance. Functions as the subject matter expert on information technology infrastructure. Administer identity and access solutions (Active Directory, Azure AD/Entra ID), including SSO, MFA, and conditional access. Manage backup and disaster recovery strategies, monitor data protection, and perform restore testing. Harden and monitor systems using security tools and best practices; automate deployments and routine tasks with PowerShell and Infrastructure-as-Code. Monitor performance and availability of critical systems, create dashboards and alerts, and proactively remediate issues. Collaborate with internal teams and vendors to deliver IT projects, troubleshoot issues, and maintain documentation and standards. Participate in on-call rotation, incident response, and continuous improvement; provide technical guidance to team members. Provide technical guidance and mentoring to junior team members as needed. Predictable and reliable attendance required. Qualifications: Education: Bachelor's degree in information technology, computer science or related field (or equivalent experience) required. Certifications: VMCE, ZDXA, AZ-900, AZ-104, SC-900, and any additional cloud or security certifications are preferred. Experience: Minimum 4 years of experience as a Systems Engineer or similar role. Proven experience leading complex technical projects and architecting enterprise level solutions. Skills: Strong analytical and problem-solving skills with ability to manage multiple priorities in a fast-paced environment Advanced scripting and automation using PowerShell and Infrastructure-as-Code tools. Expertise in Windows Server administration, Active Directory, Microsoft Hyper-V, Intune, and Entra ID Deep knowledge of Microsoft Azure services, security hardening, and monitoring best practices Familiarity with advanced security and cloud concepts such as Zero Trust, SIEM/SOAR integration, and container orchestration (AKS) Commitment to continuous learning and staying current with technology trends and compliance standards Physical Requirements: This position requires sitting for extended periods of time. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Work Environment: Professional banking environment. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Who We're Looking For: We are seeking a dedicated team player to join our mortgage department as an Administrative Assistant. The ideal candidate will be: Someone with strong communication, organizational, and problem-solving skills who thrives in a fast-paced, member-focused environment. A detail-oriented administrative professional with experience in mortgage lending, financial services, or office administration. A friendly, dependable team player who is comfortable managing multiple tasks, providing excellent customer service, and maintaining accuracy. What You'll Be Doing: Serving as the first point of contact for the mortgage department-assisting members, coordinating appointments, and managing document flow. Handling a variety of administrative tasks including mail processing, scanning, routing documents, maintaining department supplies, and supporting loan assignment workflows. Providing timely, clear support for general mortgage inquiries while ensuring accurate records and a positive member experience. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $18.35 - $22.94 Position Title: Administrative Assistant - Mortgages FLSA Status: Non-Exempt Department: Mortgages EEO Code: Administrative Support Worker Reports To: Supervisor, Mortgage Servicing Grade: 6 Summary: The Administrative Assistant - Mortgages provides vital administrative support to the mortgage department, ensuring exceptional customer service through efficient handling of member inquiries, accurate document processing, and timely completion of all administrative tasks. This role plays a key part in delivering a positive member experience and supporting the credit union in achieving its mortgage lending objectives. Essential Functions: Serve as the first point of contact for the mortgage department by promptly greeting visitors via all forms of contact, identifying their needs, coordinating appointments, facilitating document exchange, and maintaining accurate records of interactions. Assist members with general mortgage inquiries-such as products, application status, escrow and payment details, and hardship options-providing clear and timely information by phone, email, or in person. Process incoming and outgoing mail, interoffice correspondence, and deliveries for the department. Make copies of borrower documents, promptly return the originals, and ensure scanned copies are accurately routed to the appropriate contact. Assign applications and referrals to the appropriate loan originator and processor, ensuring a warm handoff to the team. Maintain inventory of supplies for the department, ordering and tracking replacements as needed. Process weekly address change and deceased member reports. · Must maintain predictable and reliable attendance. All other duties as assigned. Qualifications: Education High school diploma or equivalent required. Experience Minimum 2 years in mortgage lending, financial services, or administrative services preferred. Skills Strong communication, organization, and problem-solving skills. Proficiency in Microsoft products. Excellent phone skills/etiquette and the ability to communicate clearly and effectively over the phone and in person. Detail-oriented, customer-focused, and able to work independently as well as part of a team. Physical Requirements: This position requires sitting for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion, as well as extensive use of the phone. Stretching breaks are recommended to avoid injury. Some light lifting and carrying large paper files. Equipment is available and recommended for use of transporting large quantities of files to and from various locations. Work Environment: • Professional banking environment. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Are you passionate about delivering exceptional customer experiences? Do you thrive in a dynamic, fast-paced environment where you can make a difference in people's lives? If so, we're looking for you to join our dedicated team as a Member Service Representative (Credit Union Teller) in our Ludlow Branch! Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services, but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Starting Salary: $18 per hour Additional Compensation: May be eligible for variable incentive plan Position Title: Member Services Representative I (Credit Union Teller) FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Reports To: AVP, Branch Manager Grade: 5 Summary: The Member Service Representative I (Credit Union Teller) role is responsible for providing world class member experience to both credit union members and co-workers. This role performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy. Essential Functions: Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction. Service members promptly, accurately, and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more. Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies and is organized and cleanly. Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative I. Proactively identify, promote, explain, and cross-sell credit union products and services. Balance a cash drawer at the end of each shift, comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet. Ensure totals match and that cash and checks are balanced. Research and resolve discrepancies, communicating to the Member Service Supervisor and/or AVP, Branch Manager immediately. Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the Member Service Supervisor and/or AVP, Branch Manager informed of area activities of any significant problems or concerns. Must maintain predictable and reliable attendance. All other duties as assigned. Qualifications: Education High school diploma or equivalent is required. Experience Cash handling experience is required. Previous experience working in a financial institution, retail, or customer service role preferred. Skills Strong verbal communication and inter-personal skills, problem-solving skills, excellent attention to detail, and proficiency in basic math and computer applications. High level of integrity and professionalism. Physical Requirements: This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs. Work Environment: Professional banking environment. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks." Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Who We're Looking For: We are seeking a dedicated team player to join our Contact Center. The ideal candidate will be: A clear, confident communicator with excellent phone etiquette who thrives in a fast-paced, service-focused environment. A problem-solver with previous customer service experience (call center or financial institution experience preferred). A dependable, detail-oriented team player who can multitask, follow procedures, and consistently deliver an exceptional member experience. What You'll Be Doing: Serving as the first point of contact for members: answering and resolving inquiries, performing account maintenance, and providing accurate information on products and services. Identifying and preventing fraud, documenting cases, verifying member identities, and ensuring full compliance with credit union policies and regulatory requirements. Opening new accounts, cross-selling products, meeting performance goals, and collaborating with supervisors and team members to ensure smooth operations and high-quality service. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $18.35 - $22.94 Position Title: Contact Center Representative I FLSA Status: Non Exempt Department: Retail Operations EEO Code: Administrative Support Workers Reports To: Contact Center Supervisor Grade: 6 Summary: As a Contact Center Representative I, you will be the first point of contact for our membership, handling inbound and outbound calls in a fast-paced environment. Serves members promptly and professionally while providing an exceptional member experience over the phone for member service requests. Essential Functions: Answer incoming calls promptly and professionally to respond and resolve members' inquiries and requests regarding their membership with a focus on one call resolution. Perform other services such as wire transfers, disputes, etc. along with other account maintenance. Provide accurate information about products, services and company policies. Follow-up with members and escalate issues to supervisors when necessary. Have a strong sense of identifying and preventing fraudulent activity. Work closely with the supervisor and compliance team to protect our members and company from financial loss. Document all fraud cases and maintain accurate records in credit union systems. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Contact Center Representative I. Proactively identify, promote, explain and cross-sell credit union products and services. Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. Adhere to established identification procedures to verify the identity of members for both inbound and outbound calls. Document verification steps accurately in all systems. Open new accounts with a high level of proficiency, including, but not limited to consumer and business share draft accounts, term share certificates, debit cards and more. Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information to complete the account process, and submit all account documents for review in a timely manner. Meet or exceed key performance metrics, including but not limited to call goals, quality assurance, and member hold time expectations. Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the contact center supervisor and manager informed of area activities of any significant problems or concerns Qualifications: Education: A high school diploma or equivalent Experience: Previous experience in a customer or member service role is . Previous experience in a call center environment or for a financial institution is preferred. Skills: Excellent phone skills/etiquette and ability to communicate clearly and effectively over the phone. Strong problem-solving abilities. Ability to work in a fast-paced environment and handle high call volume. Basic computer knowledge. Physical Requirements: This position requires sitting for long periods of time utilizing a phone headset and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of the phone and computer, performing standard keyboard functions, requiring repeated motion. Some light lifting and carrying of large paper files. Equipment is available and recommended for use of transporting large quantities of files to and from various locations. Work Environment: Professional banking environment. Hybrid or remote work opportunities may be available BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Who We're Looking For: We are seeking a dedicated team player to serve our Rutland region branches as a Floating Member Service Representative II (Credit Union Teller). The ideal candidate will: Provide a world class member experience to both credit union members and co-workers through every interaction Demonstrate flexibility to assist teams where the greatest needs exist Strive to reach identified goals and objectives through individual initiative and collaborative team effort What You'll Be Doing: Performing work at our Rutland region branches, including Rutland- Allen Street, Rutland - West Street, Brandon, Castleton, Fair Haven, and Ludlow branches as needed Servicing members promptly, accurately, and efficiently with a variety of transactions, inquiries, and assistance Maintain an up-to-date and comprehensive knowledge on all credit union products, and proactively identify, promote, explain, and cross-sell these products and services Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Starting Salary: $20.50/hour, paid mileage and drive time, plus our incentive program Position Title: Floating Member Services Representative II (Credit Union Teller) FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Worker Reports To: AVP Branch Manager Grade: 6 Summary: The Member Service Representative II role is a retail service position responsible for providing a world class member experience to both credit union members and co-workers. Performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy. In addition to demonstrating a high level of proficiency, the duties of the Member Services Representative II position will progress in phases. After developing a strong foundation of branch basics, a successful Member Services Representative II will continue to demonstrate their knowledge and proficiency by learning new functions and growing as a leader and role model. Essential Functions: · Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction. Servicing members promptly, accurately and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more. Perform other services such as wire transfers, fraud disputes, account maintenance and more. · Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly. · Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. · Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative II. Proactively identify, promote, explain and cross-sell credit union products and services. · Open new accounts with a high level of proficiency, including, but not limited to general memberships, share draft accounts, term share certificates, debit cards and more. Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information required to complete the account process, and submit all account documents for review in a timely manner. · Balancing a cash drawer at the end of each shift. Comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet, ensuring totals match and that cash and checks are balanced. Researching and resolving discrepancies to the supervisor or manager immediately. · Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the branch supervisor and manager informed of area activities of any significant problems or concerns. · Must maintain reliable and predictable attendance · All other duties as assigned Qualifications: · Education: A high school diploma or equivalent is required. · Experience: Cash handling experience is required. Previous experience working in a financial institution, retail, or customer service role preferred. · Skills: Strong verbal communication and inter-personal skills, problem-solving skills, excellent attention to detail, and proficiency in basic math and computer applications. High level of integrity and professionalism. Physical Requirements: This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs. Work Environment: · Professional banking environment. BSA/Risk Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks." Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job DescriptionWho We're Looking For: We are seeking a dedicated team player to join our Contact Center as a Digital Services Rep I. The ideal candidate will: Have strong customer service and communication skills, with the ability to deliver exceptional member experiences through phone, video, and digital channels. Be detail-oriented, tech-savvy individual with the ability to review applications, verify documentation, and identify potential fraud or compliance concerns. Be a self-motivated team player who can meet performance goals, multitask effectively, and maintain strong working relationships across departments. What You'll Be Doing: Serving as the first point of contact for members by processing online loan and account applications, answering calls/video calls, and resolving inquiries with one-call resolution in mind. Reviewing, assessing, and completing loan and membership applications while proactively communicating status updates and guiding members through each step. Opening new accounts and loans, cross-selling products and services, documenting fraud concerns, and ensuring all work meets compliance, accuracy, and quality standards. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $20.54 - $25.68 Position Title: Digital Services Representative FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Professionals Reports To: Contact Center Supervisor Grade: 7 Summary: As a Digital Services Representative I, you will play a key role in delivering exceptional member experience through the credit union's digital channels. Accurately and efficiently process a variety of member service transactions and account maintenance requests remotely for members through our virtual branch or online communications. Duties also include cross-selling products and services appropriate to member needs and answering member questions regarding products and services. Essential Functions: Answer incoming video calls, chats, and any other e-service correspondence promptly and professionally to respond and resolve members' inquiries and requests regarding their membership with a focus on one call resolution. Perform other services such as wire transfers, disputes, etc. along with other account maintenance. Provide accurate information about products, services and company policies. Follow-up with members and escalate issues to supervisors when necessary. Maintain accurate records of member interactions and issue resolutions using CRM software. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Digital Services Representative I. Proactively identify, promote, explain and cross-sell credit union products and services. Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. Adhere to established identification procedures to verify the identity of members for both inbound and outbound calls. Document verification steps accurately in all systems. Provide guidance on digital services such as mobile banking, online banking, BillPay, FI to FI payments, account alerts and more. Open new accounts with a high level of proficiency, including, but not limited to consumer and business memberships and share draft accounts, special purpose accounts, term share certificates, debit cards and more. Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information required to complete the account process, and submit all account documents for review in a timely manner. Meet or exceed key performance metrics, including but not limited to video call goals, quality assurance, and one call resolution expectations. Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the contact center supervisor and manager informed of area activities of any significant problems or concerns. Qualifications: Education: A high school diploma or equivalent Experience: Previous experience in a customer or member service role is required. Previous experience working for a financial institution or technical support role is preferred. Skills: Excellent verbal and written communication skills. Strong attention to detail. Problem-solving skills with the ability to troubleshoot technical issues. Ability to work independently and as a part of a team. Physical Requirements: This position requires sitting for long periods of time utilizing a phone headset and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of the phone and computer, performing standard keyboard functions, requiring repeated motion. Some light lifting and carrying of large paper files. Equipment is available and recommended for use of transporting large quantities of files to and from various locations. Work Environment: Professional banking environment. Hybrid or remote work opportunities may be available BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Who We're Looking For: We are seeking a dedicated team player to serve our Rutland region branches as a Floating Member Service Representative II (Credit Union Teller). The ideal candidate will: Provide a world class member experience to both credit union members and co-workers through every interaction Demonstrate flexibility to assist teams where the greatest needs exist Strive to reach identified goals and objectives through individual initiative and collaborative team effort What You'll Be Doing: Performing work at our Rutland region branches, including Rutland- Allen Street, Rutland - West Street, Brandon, Castleton, Fair Haven, and Ludlow branches as needed Servicing members promptly, accurately, and efficiently with a variety of transactions, inquiries, and assistance Maintain an up-to-date and comprehensive knowledge on all credit union products, and proactively identify, promote, explain, and cross-sell these products and services Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Starting Salary: $20.50/hour, paid mileage and drive time, plus our incentive program Position Title: Floating Member Services Representative II (Credit Union Teller) FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Worker Reports To: AVP Branch Manager Grade: 6 Summary: The Member Service Representative II role is a retail service position responsible for providing a world class member experience to both credit union members and co-workers. Performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy. In addition to demonstrating a high level of proficiency, the duties of the Member Services Representative II position will progress in phases. After developing a strong foundation of branch basics, a successful Member Services Representative II will continue to demonstrate their knowledge and proficiency by learning new functions and growing as a leader and role model. Essential Functions: · Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction. Servicing members promptly, accurately and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more. Perform other services such as wire transfers, fraud disputes, account maintenance and more. · Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly. · Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. · Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative II. Proactively identify, promote, explain and cross-sell credit union products and services. · Open new accounts with a high level of proficiency, including, but not limited to general memberships, share draft accounts, term share certificates, debit cards and more. Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information required to complete the account process, and submit all account documents for review in a timely manner. · Balancing a cash drawer at the end of each shift. Comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet, ensuring totals match and that cash and checks are balanced. Researching and resolving discrepancies to the supervisor or manager immediately. · Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the branch supervisor and manager informed of area activities of any significant problems or concerns. · Must maintain reliable and predictable attendance · All other duties as assigned Qualifications: · Education: A high school diploma or equivalent is required. · Experience: Cash handling experience is required. Previous experience working in a financial institution, retail, or customer service role preferred. · Skills: Strong verbal communication and inter-personal skills, problem-solving skills, excellent attention to detail, and proficiency in basic math and computer applications. High level of integrity and professionalism. Physical Requirements: This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs. Work Environment: · Professional banking environment. BSA/Risk Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks." Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Who We're Looking For: We are seeking a dedicated team player to join our Contact Center as a Digital Services Rep II. The ideal candidate will: Have strong customer service and communication skills, with the ability to deliver exceptional member experiences through phone, video, and digital channels. Be detail-oriented, tech-savvy individual with the ability to review applications, verify documentation, and identify potential fraud or compliance concerns. Be a self-motivated team player who can meet performance goals, multitask effectively, and maintain strong working relationships across departments. Be within a commutable distance to our Rutland, VT Operations Center. Hybrid work opportunities may be available after an initial training period. What You'll Be Doing: Serving as the first point of contact for members by processing online loan and account applications, answering calls/video calls, and resolving inquiries with one-call resolution in mind. Reviewing, assessing, and completing loan and membership applications while proactively communicating status updates and guiding members through each step. Opening new accounts and loans, cross-selling products and services, documenting fraud concerns, and ensuring all work meets compliance, accuracy, and quality standards. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $20.54- $25.68 Position Title: Digital Services Representative II FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Workers Reports To: Contact Center Supervisor Grade: 7 Summary: As a Digital Services Representative II will be the first point of contact for our membership over the phone and through digitals channels regarding their lending and membership applications while providing exceptional member experiences. This position ensures a smooth, member-focused experience by reviewing applications, verifying member information, and collaborating with other departments to support application approvals. Essential Functions: Process member applications through the credit union's online loan and account application system. Ensure timely processing of all loan and account applications. Review, assess, and process online applications for both new membership, addition of services, and loan requests. Answer incoming video calls promptly and professionally to respond and resolve members' inquiries and requests with a focus on one call resolution. Provide accurate information about products, services and company policies. Follow-up with members and escalate issues to supervisors when necessary. Provide exceptional member experiences to applicants throughout the lifespan, and beyond their application. Provide clear and helpful guidance to members throughout the application process. Proactively communicate the status of loan and membership applications to members. Troubleshoot and resolve any issues or concerns related to online applications. Maintain an up-to-date and comprehensive knowledge of all credit union products and services that are handled or promoted by the Member Applications Specialist. Proactively identify, promote, explain and cross-sell credit union products and services. Have a strong sense of identifying and preventing fraudulent activity. Work closely with the supervisor and compliance team to protect our members and company from financial loss. Document all fraud cases and maintain accurate records in credit union systems. Open new accounts and loans with a high level of proficiency, including, but not limited to consumer and business share draft accounts, term share certificates, debit cards and more. All account and loan documentation are gathered timely and reviewed for completion and accuracy. Account and loan checklists and QC are completed in a timely manner. Meet or exceed key performance metrics, including but not limited to call goals, quality assurance, and one call resolution expectations Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the contact center supervisor and manager informed of area activities of any significant problems or concerns. Qualifications: Education: A high school diploma or equivalent Experience: 2+ years working in a customer or member service role with previous lending experience is required. Experience with online application platforms is a plus. Skills: Excellent verbal and written communication skills. Strong attention to detail. Problem-solving skills with the ability to troubleshoot technical issues. Ability to work independently and as a part of a team. Technical skills. Physical Requirements: This position requires sitting for long periods of time utilizing a phone headset and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of the phone and computer, performing standard keyboard functions, requiring repeated motion. Some light lifting and carrying of large paper files. Equipment is available and recommended for use of transporting large quantities of files to and from various locations. Work Environment: Professional banking environment. Hybrid work opportunities may be available after an initial training period BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Who We're Looking For: We are seeking a dedicated team player to join our Contact Center. The ideal candidate will be: A clear, confident communicator with excellent phone etiquette who thrives in a fast-paced, service-focused environment. A problem-solver with previous customer service experience (call center or financial institution experience preferred). A dependable, detail-oriented team player who can multitask, follow procedures, and consistently deliver an exceptional member experience. What You'll Be Doing: Serving as the first point of contact for members: answering and resolving inquiries, performing account maintenance, and providing accurate information on products and services. Identifying and preventing fraud, documenting cases, verifying member identities, and ensuring full compliance with credit union policies and regulatory requirements. Opening new accounts, cross-selling products, meeting performance goals, and collaborating with supervisors and team members to ensure smooth operations and high-quality service. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $18.35 - $22.94 Position Title: Contact Center Representative I FLSA Status: Non Exempt Department: Retail Operations EEO Code: Administrative Support Workers Reports To: Contact Center Supervisor Grade: 6 Summary: As a Contact Center Representative I, you will be the first point of contact for our membership, handling inbound and outbound calls in a fast-paced environment. Serves members promptly and professionally while providing an exceptional member experience over the phone for member service requests. Essential Functions: Answer incoming calls promptly and professionally to respond and resolve members' inquiries and requests regarding their membership with a focus on one call resolution. Perform other services such as wire transfers, disputes, etc. along with other account maintenance. Provide accurate information about products, services and company policies. Follow-up with members and escalate issues to supervisors when necessary. Have a strong sense of identifying and preventing fraudulent activity. Work closely with the supervisor and compliance team to protect our members and company from financial loss. Document all fraud cases and maintain accurate records in credit union systems. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Contact Center Representative I. Proactively identify, promote, explain and cross-sell credit union products and services. Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. Adhere to established identification procedures to verify the identity of members for both inbound and outbound calls. Document verification steps accurately in all systems. Open new accounts with a high level of proficiency, including, but not limited to consumer and business share draft accounts, term share certificates, debit cards and more. Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information required to complete the account process, and submit all account documents for review in a timely manner. Meet or exceed key performance metrics, including but not limited to call goals, quality assurance, and member hold time expectations. Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the contact center supervisor and manager informed of area activities of any significant problems or concerns Qualifications: Education: A high school diploma or equivalent Experience: Previous experience in a customer or member service role is required. Previous experience in a call center environment or for a financial institution is preferred. Skills: Excellent phone skills/etiquette and ability to communicate clearly and effectively over the phone. Strong problem-solving abilities. Ability to work in a fast-paced environment and handle high call volume. Basic computer knowledge. Physical Requirements: This position requires sitting for long periods of time utilizing a phone headset and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of the phone and computer, performing standard keyboard functions, requiring repeated motion. Some light lifting and carrying of large paper files. Equipment is available and recommended for use of transporting large quantities of files to and from various locations. Work Environment: Professional banking environment. Hybrid or remote work opportunities may be available BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Who We're Looking For: We are seeking a dedicated team player to serve our Rutland region branches as a Floating Member Service Representative II (Credit Union Teller). The ideal candidate will: Provide a world class member experience to both credit union members and co-workers through every interaction Demonstrate flexibility to assist teams where the greatest needs exist Strive to reach identified goals and objectives through individual initiative and collaborative team effort What You'll Be Doing: Performing work at our Rutland region branches, including Rutland- Allen Street, Rutland - West Street, Brandon, Castleton, Fair Haven, and Ludlow branches as needed Servicing members promptly, accurately, and efficiently with a variety of transactions, inquiries, and assistance Maintain an up-to-date and comprehensive knowledge on all credit union products, and proactively identify, promote, explain, and cross-sell these products and services Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Starting Salary: $20.50/hour, paid mileage and drive time, plus our incentive program Position Title: Floating Member Services Representative II (Credit Union Teller) FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Worker Reports To: AVP Branch Manager Grade: 6 Summary: The Member Service Representative II role is a retail service position responsible for providing a world class member experience to both credit union members and co-workers. Performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy. In addition to demonstrating a high level of proficiency, the duties of the Member Services Representative II position will progress in phases. After developing a strong foundation of branch basics, a successful Member Services Representative II will continue to demonstrate their knowledge and proficiency by learning new functions and growing as a leader and role model. Essential Functions: · Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction. Servicing members promptly, accurately and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more. Perform other services such as wire transfers, fraud disputes, account maintenance and more. · Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly. · Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. · Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative II. Proactively identify, promote, explain and cross-sell credit union products and services. · Open new accounts with a high level of proficiency, including, but not limited to general memberships, share draft accounts, term share certificates, debit cards and more. Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information required to complete the account process, and submit all account documents for review in a timely manner. · Balancing a cash drawer at the end of each shift. Comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet, ensuring totals match and that cash and checks are balanced. Researching and resolving discrepancies to the supervisor or manager immediately. · Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the branch supervisor and manager informed of area activities of any significant problems or concerns. · Must maintain reliable and predictable attendance · All other duties as assigned Qualifications: · Education: A high school diploma or equivalent is required. · Experience: Cash handling experience is required. Previous experience working in a financial institution, retail, or customer service role preferred. · Skills: Strong verbal communication and inter-personal skills, problem-solving skills, excellent attention to detail, and proficiency in basic math and computer applications. High level of integrity and professionalism. Physical Requirements: This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs. Work Environment: · Professional banking environment. BSA/Risk Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks." Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Who We're Looking For: We are seeking a dedicated team player to serve our Rutland region branches as a Floating Member Service Representative II (Credit Union Teller). The ideal candidate will: Provide a world class member experience to both credit union members and co-workers through every interaction Demonstrate flexibility to assist teams where the greatest needs exist Strive to reach identified goals and objectives through individual initiative and collaborative team effort What You'll Be Doing: Performing work at our Rutland region branches, including Rutland- Allen Street, Rutland - West Street, Brandon, Castleton, Fair Haven, and Ludlow branches as needed Servicing members promptly, accurately, and efficiently with a variety of transactions, inquiries, and assistance Maintain an up-to-date and comprehensive knowledge on all credit union products, and proactively identify, promote, explain, and cross-sell these products and services Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Starting Salary: $20.50/hour, paid mileage and drive time, plus our incentive program Position Title: Floating Member Services Representative II (Credit Union Teller) FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Worker Reports To: AVP Branch Manager Grade: 6 Summary: The Member Service Representative II role is a retail service position responsible for providing a world class member experience to both credit union members and co-workers. Performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy. In addition to demonstrating a high level of proficiency, the duties of the Member Services Representative II position will progress in phases. After developing a strong foundation of branch basics, a successful Member Services Representative II will continue to demonstrate their knowledge and proficiency by learning new functions and growing as a leader and role model. Essential Functions: · Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction. Servicing members promptly, accurately and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more. Perform other services such as wire transfers, fraud disputes, account maintenance and more. · Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly. · Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. · Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative II. Proactively identify, promote, explain and cross-sell credit union products and services. · Open new accounts with a high level of proficiency, including, but not limited to general memberships, share draft accounts, term share certificates, debit cards and more. Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information required to complete the account process, and submit all account documents for review in a timely manner. · Balancing a cash drawer at the end of each shift. Comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet, ensuring totals match and that cash and checks are balanced. Researching and resolving discrepancies to the supervisor or manager immediately. · Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the branch supervisor and manager informed of area activities of any significant problems or concerns. · Must maintain reliable and predictable attendance · All other duties as assigned Qualifications: · Education: A high school diploma or equivalent is required. · Experience: Cash handling experience is required. Previous experience working in a financial institution, retail, or customer service role preferred. · Skills: Strong verbal communication and inter-personal skills, problem-solving skills, excellent attention to detail, and proficiency in basic math and computer applications. High level of integrity and professionalism. Physical Requirements: This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs. Work Environment: · Professional banking environment. BSA/Risk Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks." Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.