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Teachers Federal Credit Union · 5 hours ago

Premier Financial Representative - Lake Mary

Lake Mary, FL

Full-time

Hybrid

Mid Level

3+ years exp

Teachers Federal Credit Union is a leading credit union in the United States, committed to guiding members towards building a strong financial foundation. The Premier Financial Representative role focuses on engaging mass affluent members, managing a book of business, and supporting local branches to drive revenue for the credit union.

BankingFinance

Responsibilities

Build, manage and grow a book of business consisting of mass affluent members

Conduct comprehensive financial review sessions with mass affluent members to uncover their unique needs, recommend solutions and log results using a CRM tool

Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs

Regularly connect and build relationships with assigned branches and teammates

Generate deposit balance growth and utilize proper exception procedures to retain balances and escalate large balance fluctuations as needed

Resolve inquiries and service requests, open and service accounts within authorized limits and create activity plans and follow up on scheduled contacts

Represent the credit union in a brand ambassador capacity at various high-profile business development and internal events

Fulfill product and service needs in the branch network and make appropriate introductions to partners for products in other lines of business

Maintain operational excellence when conducting transactions for mass affluent members

Monitor competition for best practices on mass affluent offerings and use findings to help ensure Teachers is the Best Place to Bank

Pilot initiatives that align with organizational goals in preparation for CU wide rollouts

Perform other duties as needed upon request by immediate supervisor

Qualification

Customer service experienceSales experienceCRM tools proficiencyMicrosoft Office SuiteInterpersonal skillsWritten communication skillsOral communication skills