Bilingual Financial Services Advisor (Member Banking)

Teachers Federal Credit Union; Village of Patchogue (NY); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

401(k) company contribution

Dental & Vision premium coverage

Tuition reimbursement

Paid time off

Discretionary annual bonus

Job summary

Teachers Federal Credit Union in Patchogue, NY is hiring a Financial Services Representative to strengthen member relationships and introduce members to online and mobile banking tools. The role focuses on understanding personal financial goals and recommending tailored solutions.

Ideal candidates will have a high school diploma, at least one year in customer service, and bilingual Spanish; cash handling experience is preferred.

Qualifications

• High School degree or GED required
• Minimum one year of general work experience, customer service, call center, sales or branch experience required.
• Minimum of six months cash handling experience preferred
• Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required
• Bilingual Spanish required

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

Bilingual Spanish

Strong communication

Customer service

Sales experience

Multitasking

Education

High School degree or GED

Tools

Cash handling

Job description

Teachers Federal Credit Union in Patchogue, NY is hiring a Financial Services Representative to strengthen member relationships and introduce members to online and mobile banking tools. The role focuses on understanding personal financial goals and recommending tailored solutions.

Ideal candidates will have a high school diploma, at least one year in customer service, and bilingual Spanish; cash handling experience is preferred.