Solution Center Representative II - (Solution Center Account and Loan Representative)

TEG Federal Credit Union • Wappingers Falls, NY

12d • Onsite

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 Solution Center Representative II to empower our members to achieve financial success. If you're energized by challenges, passionate about helping others, and committed to service excellence, this is your opportunity. As a Solution Center Representative II, you’ll play a dual role answering inbound calls providing, high-quality service to members while actively identifying and pursuing new business. You’ll guide members through the loan process, uncovering needs, as well as promote and cross-sell TEG products and services, while maintaining long-lasting profitable member relationships, and taking initiative to prospect, generate leads, and follow up —promoting TEG’s principals of integrity, professionalism, service excellence and cooperation.

Requirements

• Two or more years of experience in member service, financial services, lending, sales, or a related field preferred.
• A high school education or GED
• Able to multitask, prioritize, and manage time efficiently.
• Strong organization skills modeling our missions and values.
• Excellent verbal and written communication.

Responsibilities

• Educating members on loan products and gather complete, accurate loan application information.
• Interviewing 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.
• Performing member service and loan service functions as requested by the member, such as address changes, ordering of checks, and lien releases.
• Responding to and resolving 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.
• Assisting members with mobile or online banking questions.
• Assisting the Branch Manager with retaining and developing new accounts and loans, effectively cross-selling credit union products and loan services driving business growth.

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Defined benefit pension plan
• Paid Time Off and additional benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED