Financial Services Representative - Selden jobs in United States
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Teachers Federal Credit Union · 1 week ago

Financial Services Representative - Selden

Teachers Federal Credit Union is one of the nation’s leading credit unions, committed to guiding members toward building a strong financial foundation. The Financial Services Representative role focuses on building and strengthening member relationships and providing tailored financial solutions to meet their needs.

BankingFinance

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, cashier’s 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

Qualification

Customer serviceSales experienceCash handlingCommunication skillsProblem solvingMathematical skillsMultitaskingComputer skillsInterpersonal skillsAttention to detail

Required

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

Preferred

Minimum of six months cash handling experience preferred

Benefits

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
This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus.

Company

Teachers Federal Credit Union

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Teachers Federal Credit Union is a company which develops finance related apps for iPhone