Teachers Federal Credit Union · 2 hours ago
Financial Services Representative II - Shirley
Shirley, NY
Full-time
Onsite
Entry, Mid Level
$24/hr - $26.50/hr
2+ years expTeachers Federal Credit Union is a leading credit union recognized for its commitment to guiding members towards a strong financial foundation. The Financial Services Representative II builds and strengthens member relationships while recommending tailored financial solutions and assisting with various banking transactions.
BankingFinance
Responsibilities
Works closely with new and existing members to understand their financial needs and deepen relationships
Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier’s checks, IRA) in compliance with regulations and guidelines
Provides recommendations and assists members with a wide array of financial solutions to satisfy their spending, saving, borrowing, and investing needs
Educate members to bank more efficiently using the web, mobile, and ATM
Participate in offsite membership development activities such as events and visits to businesses to promote membership
Uncover members’ financial goals and introduce members to internal business specialists to help meet their financial goals
Leverage phone and e-mail to perform regular member outreach, including outbound sales, follow-ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization
May handle escalated member issues
Perform other duties as needed upon request by immediate supervisor
Qualification
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 one year branch experience required
Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required
Preferred
Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience
Benefits
This position is eligible for our quarterly retail performance incentive program.
Employees in non-commission roles may also receive an annual discretionary bonus.
Paid time off for vacation, personal days, and holidays
401(k) company contribution
Teachers pays 100% of Dental & Vision premium
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 Teacher
Company
Teachers Federal Credit Union
Teachers Federal Credit Union is a company which develops finance related apps for iPhone
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brad Calhoun
President/CEO
Denise McGlone
Chief Financial Officer
Recent News
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