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© All Rights Reserved. ApplyBlast.com
Heritage Financial Credit Union
The Financial Partner/Universal Associate serves as a trusted guide for members' financial journeys, delivering exceptional service and building lasting relationships to help members achieve their financial goals. This role involves promoting financial well-being through tailored solutions, cross-selling credit union services, and handling branch transactions efficiently. The position requires engaging with both individual and business members to identify lending opportunities and support community outreach initiatives.
Welcome to Heritage Financial Credit Union - your trusted partner in banking. Explore top-tier financial solutions tailored for your future.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Heritage Financial Credit Union.
16% below the average for this role
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