Financial Services Representative

Teachers Federal Credit Union • Farmingville, NY

320d • $23 - $24

About The Position

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles. Summary: 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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED