Account and Loan Representative - Call Center

TEG Federal Credit Union•Wappingers Falls, NY

16h•$22 - $26

About The Position

At TEG Federal Credit Union, we nurture relationships, develop solutions, and promote growth for our members and community. We’re seeking a results-driven, accountability-minded Account and Loan Representative to empower our members to achieve financial success at our Solutions Center in Wappingers Falls. If you're energized by challenges, passionate about helping others, and committed to service excellence, this is your opportunity. Your Role: As an Account and Loan Representative, you’ll play a dual role: providing personalized, high-quality service to members while actively identifying and pursuing new business. You’ll uncover member needs, offer tailored financial solutions, and take initiative to prospect, generate leads, and follow up — helping individuals achieve their goals while advancing TEG’s mission. This is a full-time, 40 hour/week position, Monday – Saturday, but the schedule varies; you must have flexible availability.

Requirements

3-5 years of experience in lending, personal banking, and/or financial services in a bank or credit union
Strong interpersonal, written and verbal communication skills
Must be available to work on Saturdays

Nice To Haves

Experience originating and/or closing loan applications is desired
Bilingual in English and Spanish is highly desired!

Responsibilities

Educates members on available loan products and ensures all required application information is accurate and complete prior to submission
Interviews loan applications to develop information concerning their loan needs, submits applications to the underwriting department.
Proactively seek growth opportunities through outbound calls and prospecting activities.
Performs member service and loan service functions as requested by the member, such as address changes, ordering of checks, and lien releases.
Responds to and resolves member issues, such as placing stop payments, reordering of lost or stolen ATM/Debit Cards, disputing fraudulent transactions and loan inquiries ensuring member concerns are resolved.
Assists members with mobile or online banking questions.
Assists the Branch Manager with retaining and developing new accounts and loans, effectively cross-selling credit union products and loan services driving business growth.