Financial Services Representative
5 days ago
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.
- 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.
- 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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