Financial Services Representative

5 days ago


Newburgh, New York, United States TEG Federal Credit Union Full time
Job Opportunity at TEG Federal Credit Union

We are seeking a highly motivated and customer-oriented Financial Services Representative to join our team at TEG Federal Credit Union. As a Financial Services Representative, you will play a crucial role in assisting members with their financial needs and establishing long-lasting, profitable member relationships.

Key Responsibilities:
  • Originate and close loan applications, ensuring timely and accurate processing.
  • Provide exceptional customer service, responding to member requests and resolving account problems in a professional and courteous manner.
  • Effectively cross-sell credit union products and services, promoting financial wellness and growth for our members.
  • Build and maintain member relationships through follow-up and outbound sales calls, fostering a culture of trust and loyalty.
  • Perform all teller duties as needed, ensuring seamless branch operations and member satisfaction.
Requirements:
  • At least 2 years of experience in lending, personal banking, and/or financial services in a bank or credit union.
  • Experience originating and/or closing loan applications is highly desired.
  • Strong interpersonal, written, and verbal communication skills, with the ability to effectively communicate with members and colleagues.
  • Bilingual in English and Spanish is highly desired.
What We Offer:
  • Competitive salary with bonus potential based on performance.
  • Comprehensive medical, dental, and vision insurance.
  • 401K with company match.
  • Defined benefit plan (Pension).
  • Paid Time Off, and much more.

TEG Federal Credit Union is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.


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