Account and Loan Representative

TEG Federal Credit Union•Poughkeepsie, NY

6d•$22 - $27•Onsite

About The Position

Account and Loan Representative 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 Poughkeepsie Branch. 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

Open accounts for new and existing members, including loans, business accounts, certificates of deposit, and IRA's
Prepare loan applications and submit into centralized lender
Close loan applications – volume in excess of $100k per month
Respond to member requests and resolve member account problems
Effectively cross-sell credit union products and services
Build and maintain member relationships via follow‑up and outbound sales calls