Financial Services Representative II - Amityville

Financial Services Representative II - Amityville

Teachers Federal Credit Union

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

Education and Experience

• 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
• Banking products, cross‑selling, member onboarding, new account openings, retail banking, banking software experience preferred

Job 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
• Educates members to bank more efficiently using the web, mobile, and ATM
• Participates in off‑site membership development activities such as events and visits to businesses to promote membership
• Uncovers members’ financial goals and introduces members to internal business specialists to help meet their financial goals
• Leverages phone and e‑mail to perform regular member outreach, including outbound sales, follow‑ups on pending recommendations and services, and proactive check‑ins; maximizes the effectiveness of these calls through appropriate planning and prioritization
• May handle escalated member issues
• Performs other duties as needed upon request by immediate supervisor

Benefits

• Paid time off for vacation, personal days, and holidays
• Fully‑funded pension plan
• 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 Teachers

Salary Range
:
The good faith range for this position is $24.00 to $26.50 an hour.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.

Seniority Level
:
Entry level

Employment Type
:
Full‑time

Job Function
:
Finance and Sales

Industry
:
Banking