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Teachers Federal Credit Union · 4 hours ago

Senior Financial Services Representative - Lake Mary

Lake Mary, FL

Full-time

Onsite

Mid, Senior Level

2+ years exp

Teachers Federal Credit Union is a leading credit union recognized for its commitment to guiding members towards a strong financial foundation. The Senior Financial Services Representative role involves engaging members, managing a book of business, and providing specialized financial services to drive revenue for the Credit Union.

BankingFinance

Responsibilities

Serve consumer and small business members by proactively engaging members to understand and help with their current and future financial needs

Manage assigned members and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations

Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules and regulations

Maximize team profitability by working to enhance sales skills and product knowledge in the branch. Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors

Partner with specialists to connect members to experts who can help them with specialized financial needs

Build new member relationships utilizing methods outlined in company playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends and data to make effective decisions

Participate in campaigns, lead outbound calling efforts via internal referral and lead sources, cross-sell and make referrals when appropriate using the online tracking and CRM systems

Ability to travel between branches in assigned local area and support assigned market

Perform other duties or accountabilities within the branch as assigned to support Small Business and Premier members

Participate in orientation and mentorship of new representatives as required

May handle escalated member issues as required

Perform other duties as needed upon request by immediate supervisor

Qualification

Customer serviceSalesCRM toolsNotary commissionMicrosoft Office SuiteMultitaskingCommunication skillsInterpersonal skillsProblem solvingAttention to detailTeam leadershipStrategic thinking

Required

High School degree or GED required; Bachelor's In Business in lieu of experience will be considered

Minimum two years of general work experience, customer service, call center, sales and a minimum of two years branch experience required

Commissioned notary or can successfully obtain a notary commission in the state where you work within four months of starting in the role required

Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) required

Proficient in CRM tools including Salesforce required

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

Strong communication and interpersonal skills and the ability to build and maintain relationships

Must understand customer relationship management (CRM)

Strategic thinker and ability to analyze and solve problems quickly

Ability to work well with others and lead a team

Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role