Financial Services Representative - South Setauket

Teachers Federal Credit Union-posted 2 months ago
$23 - $24/Yr
Entry Level
South Setauket, NY
501-1,000 employees
Credit Intermediation and Related Activities
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. The Financial Services Representative will learn members' personal financial goals and recommend tailored solutions to meet their needs.

  • Work closely with new and existing members to understand their financial needs and deepen relationships
  • Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines
  • Provide recommendations and assist members with a wide array of financial solutions to satisfy their spending, savings, borrowing, and investing needs
  • Educate members to bank more efficiently using the web, mobile, and ATM
  • Provide financial education and services to members to help them fit banking into their everyday lives
  • Proactively contact members to schedule appointments to discuss their personal financial goals
  • Perform other duties as needed upon request by immediate supervisor
  • High School degree or GED required
  • Minimum one year of general work experience, customer service, call center, sales or branch experience required
  • Minimum of six months cash handling experience preferred
  • Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required
  • Paid time off for vacation, personal days, and holidays
  • Fully-funded pension plan
  • 401(k) company contribution
  • Teachers pays 100% Premium Coverage for Vision & Dental Care
  • Tuition reimbursement is offered to full-time employees
  • Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers
  • Flexible hybrid schedule for eligible positions
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Resume Examples
•
Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service