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Teachers Federal Credit Union · 11 hours ago

Financial Services Representative - Smithtown

Smithtown, NY

Full-time

Onsite

Entry Level

$23/hr - $24.50/hr

1+ years exp

Teachers Federal Credit Union is a leading credit union recognized for its commitment to guiding members toward a strong financial foundation. The Financial Services Representative is responsible for building member relationships, understanding their financial goals, and recommending tailored banking solutions.

BankingFinance

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

Qualification

Customer serviceCash handlingSales experienceProblem solvingMathematical skillsMultitaskingComputer skillsCommunication skillsInterpersonal skillsAttention to detail

Required

High School degree or GED required

Minimum one year of general work experience, customer service, call center, sales or branch experience required

Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required