Call Center Representative II (Account and Loan Representative)

Page Mechanical Group, Inc.; Town of Fishkill (NY); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Defined benefit pension plan

Paid Time Off

Incentives based on performance

Job summary

TEG Federal Credit Union? is seeking a Call Center Representative II to handle inbound calls, educate on loan products, and guide members through the lending process. You will cross-sell services while building lasting member relationships and support branch goals.

Role requires 2+ years in member service or financial services, strong communication, and multitasking abilities. Competitive hourly pay plus monthly incentives supports a team-driven, service-focused culture.

Qualifications

• Two or more years of experience in member service, financial services, lending, sales, or a related field.
• A high school education or GED.
• Able to multitask, prioritize, and manage time efficiently.
• Strong organization skills reflecting our missions and values.
• Excellent verbal and written communication.

Responsibilities

• Educate members on loan products and gather complete loan application information.
• Interview loan applications to develop information about their loan needs and submit applications to underwriting.
• Proactively seek growth opportunities through outbound calls and prospecting activities.
• Perform member and loan service tasks such as address changes, check ordering, and lien releases.
• Respond to and resolve member issues, such as stop payments and disputed transactions.
• Assist members with mobile or online banking questions.
• Assist Branch Manager with retaining and developing new accounts and loans, cross-selling credit union products.

Skills

Member service

Financial services

Sales

Lending

Multitasking

Communication skills

Education

High school diploma or GED

Job description

Call Center Representative II (Account and Loan Representative)

Full-Time | $22 – $26/hour based on experience, plus Incentives paid monthly based on performance.

Be the Catalyst. Build Relationships. Drive Growth.

At TEG Federal Credit Union, we nurture relationships, develop solutions, and promote growth for our members and community. We’re seeking a results-driven, accountability-minded Call Center Representative II to empower our members to achieve financial success. If you're energized by challenges, passionate about helping others, and committed to service excellence, this is your opportunity.

Your Role:

As a Call Center Representative II, you’ll play a dual role answering inbound calls providing, high-quality service to members while actively identifying and pursuing new business. You’ll guide members through the loan process, uncovering needs, as well as promote and cross-sell TEG products and services, while maintaining long-lasting profitable member relationships, and taking initiative to prospect, generate leads, and follow up —promoting TEG’s principals of integrity, professionalism, service excellence and cooperation.

Call Center Representative: Account & Loan Responsibilities:

• -Responsible for educating members on loan products and gather complete, accurate loan application information.
• -Interviews loan applications to develop information concerning their loan needs, submits applications to the underwriting department.
• -Proactively seek growth opportunities through outbound calls and prospecting activities.
• -Performs member service and loan service functions as requested by the member, such as address changes, ordering of checks, and lien releases.
• -Responds to and resolves member issues, such as placing stop payments, reordering of lost or stolen ATM/Debit Cards, disputing fraudulent transactions and loan inquiries ensuring member concerns are resolved.
• -Assists members with mobile or online banking questions.
• -Assists the Branch Manager with retaining and developing new accounts and loans, effectively cross-selling credit union products and loan services driving business growth.

Performance Measurements:

• -Member Support- Promptly and professional service answering incoming calls and other communications, addressing member inquiries.
• -Problem Resolution- Troubleshoot and resolve member issues and complaints efficiently, escalating complex problems to the appropriate personnel when necessary.
• -Product knowledge and Cross-Selling- Maintain and comprehensive knowledge of all credit union products and services to educate members and identify opportunities to cross-sell relevant offerings that support their financial goals.
• -Effective Communication- Clearly articulating ideas, actively listening to both employees and members, and keeping everyone informed and aligned with the Credit Union’s mission.
• -Member Relationship Management- Building and maintaining strong, trusting relationships with members to enhance their experience and loyalty.
• -Ethical Practices: Adhering to industry regulations and maintaining high ethical standards to safeguard the institution and its members.
• -Interpersonal Skills: Paying full attention to members, actively listening with conflict resolution, empathy and emotional intelligence when needed.

What you Bring:

• -Two or more years of experience in member service, financial services, lending, sales, or a related field preferred.
• -A high school education or GED
• -Able to multitask, prioritize, and manage time efficiently.
• -Strong organization skills modeling our missions and values.
• -Excellent verbal and written communication.

Pay & Benefits

• -$22-$26/hour based on experience, plus Incentives paid monthly based on performance.
• -Medical, dental, and vision insurance
• -401(k) with company match
• -Defined benefit pension plan
• -Paid Time Off and additional benefits
• -Supportive, team-oriented culture with a strong community focus

Grow with us. Own your impact.

This is more than a Call Center Account and Loan Representative Role—it’s an opportunity to make a tangible impact- be the voice of the credit union, offer support and building relationships that go beyond transactions and grow with a team that values initiative, integrity, and results. If you're ready to make meaningful contributions and help members thrive, we want to hear from you.

TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy.

TEG Federal Credit Union participates in the E-Verify program to confirm the employment eligibility of all newly hired employees. For more information on E-Verify, please visit www.e-verify.gov.