Kansas Works Jobs

Kansas Works Logo

Job Information

Heartland Credit Union Financial Services Representative in Haven, Kansas

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/11656247

Heartland Credit Union is looking for a full-time Financial Services Representative to work at one of our Connection centers. Looking for a positive, friendly and motivated individual who enjoys customer service and sales. Must be able to work in a fast-paced environment. Heartland has a quality training program and this is a great opportunity to get great experience in the financial services field and be a part of a growing company!

The successful candidate will be eligible for an awesome benefits package including health and dental Insurance, paid Life & LTD Insurance, 401(k) plan, paid vacation and holidays, small friendly work environment, opportunity for advancement and much more!

ABOUT HEARTLANDHeartland Credit Union is a member-owned financial cooperative serving over 30,000 members. We've been proudly serving our members since 1948. HCU has many locations in Kansas including Wichita, Hutchinson, Newton and Haven. Learn more about Heartland Credit Union by going to www.hcu.coop.

LOCATIONWe have two consumer lending connection centers, one in Hutchinson at 4000 N. Monroe and one in Wichita at 37th & Maize Rd. The successful candidate can work from either location.

HOURSThe consumer lending Connections Center is open from 9am - 6pm, Monday - Friday and from 9am - 12pm on Saturday's to assist our members with their lending needs.Financial Services Representatives must be available 8am - 6pm, Monday-Friday from 8:45am-12:15pm rotating Saturday's.

ABOUT THE POSITIONThe Financial Services Representative will provide quality and efficient service to our members via our video conferencing software (Connections). The successful candidate will help members with their full financial picture including opening new accounts, cross-selling HCU products and services, interviewing members regarding loan and credit card applications, conducting sales calls, and performing other operational branch duties.

The successful candidate will have the following responsibilities:

+ Guide members through the borrowing processes from education/pre-qualification to receiving, reviewing and processing the loan application for consumer (auto, personal, and consolidation), home equity, credit card, and overdraft account loans.

+ Meet with loan applicants to explain credit policies and to obtain additional loan information and documentation for underwriting.

+ Conduct outreach calls daily to current and potential members regarding current promotions, products and services. Open new accounts (checking, savings, IRA's, etc.), renewing and redeeming certificate accounts, and assisting members with other financial needs.

+ Expands member base through consultative sales techniques and referrals.

+ Compare and evaluate possible products and services in order provide product and service recommendations to best meet our members needs and financial circumstances.

+ Expected to meet assigned monthly goals for loans, memberships, new checking accounts, and debit and/or credit cards.

+ Actively participate and represent Heartland in various community, civic, and professional organizations.

+ Provides superior service to our members.

+ Ensures members are promptly and professionally served.

+ Cross-sells credit union products and services.

+ Attends meetings and training sessions as required.

+ Pro-actively supports and advances HCU's culture and brand.

+ Performs all other duties as assigned.



+ High school graduate; college degree preferred.


+ Minimum two years related experience.

+ Previous experience with full-service financial institution preferred.

+ Previous sales experience preferred.


+ Self-motivated, self-starter, driven to succeed.

+ Solid written, verbal and public relation skills.

+ Solid time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.

+ Strong analytical skills.

+ Proficient in MS Office programs.


+ Valid driver's license.

+ Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Will be subject to the required registration process, which includes fingerprinting and a criminal background screening. Fees are paid for by Heartland Credit Union.

+ Will be become a Certified Credit Union Financial Counselor (CCUFC) through CUNA's FiCEP program. Certification fees are paid for by Heartland Credit Union.

+ Pass criminal background check, drug screen, credit check and past employment and education verification.


+ Sedentary work;