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Financial Service Representative

3 months ago

Hauppauge, New York, United States Teachers Federal Credit Union (TFCU) Full time

The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. The Financial Services Representative will learn members personal financial goals and recommend tailored solutions to meet their needs.

Education/Experience:

High School degree or GED required.
Minimum one year of general work experience, customer service, call center, sales or branch experience required.
Minimum of six months cash handling experience preferred
Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required

Job 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, cashiers 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

Benefits of Joining the Teachers Team:

We provide a competitive compensation and benefits package that includes, but is not limited to:

Paid time off for vacation, personal days, and holidays
Fully-funded pension plan
401(k) company contribution
Teachers pays 100% Premium Coverage for Vision & Dental Care
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 Teachers
Flexible hybrid schedule for eligible positions

The good faith range for this position is $23.00 to $24.50 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

Please note: All candidates will be subject to a pre-employment background check, credit check, and drug test to determine employment eligibility.