Bilingual Financial Services Rep — Build Member Wealth

Teachers Federal Credit Union; Upton (NY); On-site; USD 32,000 - 33,000; Full time

Benefits offered by this job

Quarterly incentive program

Paid time off

401(k)

Dental & Vision premium covered

Tuition reimbursement

Employee discounts

Job summary

Teachers Federal Credit Union in New York is hiring a Financial Services Representative to build relationships with members and introduce digital banking tools. You will understand members' financial goals and tailor solutions across deposits, loans, and payments.

The role requires a high school diploma, at least one year in customer service, six months cash handling, strong communication, and bilingual Spanish.

Qualifications

• High School degree or GED is required.
• Minimum one year of general work experience, customer service, call center, sales or branch experience is 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 are 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 (deposits, 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 help members fit banking into their everyday lives.
• Proactively contact members to schedule appointments to discuss their personal financial goals.
• Perform other duties as needed by immediate supervisor.

Skills

Customer service

Cash handling

Communication

Sales

Multitasking

Spanish (bilingual)

Education

High School diploma or GED

Job description

Teachers Federal Credit Union in New York is hiring a Financial Services Representative to build relationships with members and introduce digital banking tools. You will understand members' financial goals and tailor solutions across deposits, loans, and payments.

The role requires a high school diploma, at least one year in customer service, six months cash handling, strong communication, and bilingual Spanish.