Financial Partner/Universal Associate - Corwin Court
$20 - $23 per hourHudson Heritage FCU
Join us as a Financial Partner and be the trusted guide for our members' financial journeys. You’ll deliver exceptional service, offer smart solutions, and build lasting relationships, all while helping members achieve their goals. If you’re energetic, people-focused, and love making a real impact in your community, this is your chance to grow, learn, and shine in a supportive, fast-paced environment. Here’s a little about us Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our Core Values Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge Service: Deliver As One Team; Stay A Step Ahead; Guide With Product Expertise Integrity: Do What’s Right; Speak the Truth; Own Our Actions People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross‑selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently.ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler’s checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager. Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures. Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations. Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union. Engage in conversations with business members about available commercial loan products and their structures. Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources. Submit thorough referrals to the Commercial Loan Department. Understand the documentation required for initiating a commercial loan application. Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources. Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality. Meet or exceed established performance goals. Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures. Performing account and loan intake and funding. Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads. Effectively perform Lobby Engagement and First Impression Opening daily. Ability to open and close the branch as assigned by branch management. Requirements Education / Certification High School Diploma or equivalent required; Bachelor’s degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. Knowledge Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Experience 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. Skills / Abilities Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software. What’s in it for you? Salary: $20.00 - $23.00 per hour (depending one experience) Benefits Paid Time Off & Paid Federal Holidays Medical, Dental, Vision & Life Insurance Employee Assistance Program Flexible Spending Accounts (FSA)/Health Savings Accounts (HSA) Supplement Benefits: Critical Illness Care, Identity Theft Protection, Pet Insurance, Legal Services BenefitsPlus+ perks program (travel, entertainment, gift cards and so much more) CareNet - benefits concierge service 401(k) with 5% Employer Match Educational Assistance Paid Time to Volunteer HFCU Logo-wear (that our employees wear with pride!) Equal Opportunity StatementEmployment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status. #J-18808-Ljbffr Hudson Heritage FCU- ...hybrid cloud and AI journeys. With support from our strategic partners, robust IBM technology, and Red Hat, you'll have the tools to... ...Establish client value propositions connecting strategic, financial, and operational metrics to near- and long-term business improvements...FinancialWork at officeWork from homeWorldwide
- ...Hudson Valley as a Fast Track Insurance Partner, where you will have the opportunity to... ...Track Management Program, youll start as a Financial Professional to gain hands-on experience... ...to transition into management as an Associate Partner. In this role, youll be responsible...FinancialWork at officeImmediate startWork from homeFlexible hours
- ...hybrid cloud and AI journeys. With support from our strategic partners, robust IBM technology, and Red Hat, you’ll have the tools to... ...skills and experiences. Your role and responsibilities As an Associate Partner specializing in Supply Chain Planning, you will help...SuggestedWork at officeWork from homeWorldwide
$16.5 - $29.5 per hour
...1201 ROUTE 300, NEWBURGH, NY, 12550, US Job Overview Remodel associates assist facilities through the remodel process, including: working... ...Perks Health benefits: medical, vision, and dental coverage Financial benefits: 401(k), stock purchase, and company‑paid life...FinancialHourly payMinimum wageFull timeTemporary workPart timeShift workNight shiftDay shift$16.5 - $29.5 per hour
...ROUTE 300, NEWBURGH, NY, 12550, US Job Overview Janitorial associates ensure customers have a great first and last impression of our... ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life...FinancialHourly payMinimum wageFull timeTemporary workPart timeShift work$20.05 - $28.85 per hour
...Portable Sanitation Equipment Associate Reliable Onsite Services, a division of United Rentals, the largest equipment rental company... ...support you and your family. In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion...FinancialHourly payFlexible hours$16.15 - $28.8 per hour
...Associate Patient Care Coordinator Optum NY/NJ, is seeking an Associate Patient Care Coordinator to join our team in Fishkill, NY.... ...service and adhere to Lean processes. Supports the teams in meeting financial, clinical and service goals. Schedule: 40-hour work week,...FinancialHourly payMinimum wageFull timeTemporary workWork experience placementWork at officeLocal areaImmediate startWork from homeMonday to FridayShift work- ...Online Order Filling Team Associate Online Order Filling associates have one focus: to fill and dispense online orders. They locate... ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life...FinancialHourly payMinimum wageFull timeTemporary workPart timeWeekend workAfternoon shift
$54k - $142k
...Boeing Engineering Entry-level, Associate and Mid-level Positions Company: Boeing has shaped the course of human history through... ...Engineering) Currently enrolled student attending a college or university with an expected graduation date prior to August 2026...Permanent employmentFull timeInternshipRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift workDay shift$18 - $26 per hour
...who take pride in their work to join our team. As a Maintenance Associate at Sam’s Club, you are responsible for ensuring members see a... ...Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life...FinancialHourly payMinimum wageFull timeTemporary workPart timeShift work$20 per hour
...: Newburgh, NY Rate of pay $20.00 per hour Hours - Monday-Friday 9am - 5:30pm with flexibility (40hrs) Seeking a Family Partner who is a parent or caregiver with lived experience raising-or having raised-a child with mental health challenges and a firsthand understanding...Hourly payMonday to Friday$16.15 - $28.8 per hour
...Associate Patient Care Coordinator Optum NY/NJ, is seeking a Associate Patient Care Coordinator to join our team in Hopewell Junction... ...and adhere to Lean processes. Supports the teams in meeting financial, clinical and service goals. Schedule: The hours are Monday...FinancialHourly payMinimum wageFull timeTemporary workWork experience placementWork at officeLocal areaImmediate startWork from homeMonday to Friday- Job 57337 - Back of the House Partner New Windsor, NY The Back of the House (BOH) Hourly Partner is responsible to ensure all guests are presented with superior products that are prepared according to the Company’s high standards. This position also assists the restaurant...Hourly pay
- Job DescriptionPosition Purpose:The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. TheyFinancial
- ...Real Estate Showing Partner At Epique Realty, we are committed to providing exceptional real estate services to our clients. Our team thrives on collaboration, market expertise, and a client-centered approach, ensuring a seamless experience for every buyer. We are...Local areaFlexible hours
$20 per hour
...is primarily responsible for preventing financial loss caused by theft and fraud and supporting... ...and testifying in criminal and civil court actions. The Asset Protection Specialist... ...the risk of injury to themselves, other associates, vendors, customers, and the Company....FinancialLocal area- Walmart Stores | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | Responsibilities: Fill and dispense online orders; Locate, prepare, and package merchandise; Ensure the accuracy of orders prior to pickup; Make appropriate...Immediate start
- ...About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are efficiently and accurately distributed to our customers. You'll work in a dynamic environment, handling various tasks from receiving and...
$24.73 per hour
...aspects of Cornerstone including, but not limited to, patient confidentiality, financials, and employee relations. Perform other related duties as assigned. Requirements Associates Degree in Human Services related field, with 2 years experience working in the...FinancialHourly payFull timeTemporary workMonday to FridayFlexible hours$16.5 - $17 per hour
QuickChek Night Crew Position QuickChek proudly stands as A Great Place to Work, understanding that an exceptional workplace leads to an outstanding shopping experience. We are dedicated to creating an environment where successes are celebrated, and growth is not just...Hourly payWeekly payPermanent employmentFull timePart timeFlexible hoursShift workNight shift$100k - $200k
...respects your time, and trusts your judgment. We are looking for a partner in care who is ready to bring their expertise to a... ...solely on clinical work or have an interest in mentoring younger associates, we facilitate your professional goals. LIFE IN THE HUDSON VALLEY...Live inFlexible hoursShift work$100k
...Live Your Best Life at Lap of Love Veterinary Hospice! Join Lap of Love as an In-Home, Associate Veterinarian in Poughkeepsie, NY and surrounding areas. Imagine a veterinary role that honors your time, supports your well-being, and reconnects you with the heart of...Full timeTemporary workPart timeFlexible hoursWeekend work2 days per week$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities....FinancialHourly payContract workWork experience placementRemote workFlexible hours$120k
A leading insurance and financial services company in New Windsor, NY is seeking driven financial service professionals to join their team. This role offers a comprehensive three-year training program and the chance to work closely with established agents. Ideal candidates...FinancialFull time- A financial services company is seeking a Personal Financial Counselor in Newburgh, NY, to provide comprehensive financial counseling to military service members and their families. The ideal candidate must hold a bachelor’s degree and possess at least 3 years of related...Financial
$130k - $145k
...veterinary practice in the Hudson Valley region is seeking a full-time Associate Veterinarian to join its experienced and supportive team. With... ...fully paid ~401(k) with company match and additional financial growth opportunities ~ Mental health and wellness support...FinancialPermanent employmentFull timeLocal areaRelocation package$110k - $230k
...is seeking a Vice President, Credit Risk Analyst to conduct comprehensive credit analysis on loans and maintain relationships with financial institutions. Responsibilities include annual reviews and coordination with regulatory bodies. The ideal candidate will possess a...Financial- ..., making PrimeLending a great workplace. ~#7 2023 Energage Top Workplaces in the USA ~# 11 2023 Energage Top Workplaces in Financial Services ~ Top 25 2023 Fortune Best Workplaces for Women ~ Top 25 2023 Fortune Best Workplaces in Financial Services ~ Top 5...FinancialFull timeLocal areaDay shift
- ...identify and resolve accounting or reporting issues. * Prepare financial statements under prescribed formats./ppRequired Skills and... ...towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance. * You must have passed your ACCA, CPA...FinancialWorldwide
- A leading financial services company is seeking aspiring insurance agents in New Windsor to positively impact clients' lives. This career goes beyond just sales, offering personal growth and financial well-being solutions. Agents will receive comprehensive training and...FinancialRemote jobFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Partner/Universal Associate - Corwin Court. Be the first to apply!




