Bilingual Financial Services Rep – Build Relationships & Solutions

Teachers Federal Credit Union; Estero (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k) company contribution

Dental & Vision premium covered by the

Tuition reimbursement

Exclusive employee discounts

Job summary

Teachers Federal Credit Union in Florida seeks a Financial Services Representative to build member relationships and introduce members to online banking, the mobile app, and ATMs. You will learn members’ personal financial goals and tailor solutions to meet their needs.

You will work closely with members to process routine transactions and educate them on digital tools while supporting their financial wellbeing. This full-time role requires strong communication and Spanish skills.

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

Customer service

Communication

Multitasking

Problem solving

Computer skills

Spanish

Education

High School degree or GED

Job description

Teachers Federal Credit Union in Florida seeks a Financial Services Representative to build member relationships and introduce members to online banking, the mobile app, and ATMs. You will learn members’ personal financial goals and tailor solutions to meet their needs.

You will work closely with members to process routine transactions and educate them on digital tools while supporting their financial wellbeing. This full-time role requires strong communication and Spanish skills.