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.
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
Skills
- 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
- 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 Overview
Teachers Federal Credit Union is a company which develops finance related apps for iPhone It was founded in 1952, and is headquartered in Farmingville, New York, USA, with a workforce of 501-1000 employees. Its website is http://www.teachersfcu.org.
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