Mass-Affluent Banking Specialist

Teachers Federal Credit Union; Florida; On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Annual discretionary bonus program

Paid time off

401(k) company contribution

100% Dental & Vision premium payment

Tuition reimbursement

Employee discount on loans

Job summary

A leading credit union in New York is seeking a Premier Financial Representative to engage mass-affluent members and manage a book of business. The role involves building relationships, conducting financial review sessions, and collaborating with internal partners to enhance member experiences. Applicants should have an associate degree or equivalent experience, and skills in customer service and CRM tools. This full-time position offers competitive benefits including a discretionary bonus, paid time off, and 401(k) contributions.

Qualifications

• Associate degree required or a minimum of four years of related experience.
• Minimum three years in customer service, call center, sales, or finance.

Responsibilities

• Build, manage and grow a book of business.
• Conduct comprehensive financial review sessions with members.
• Build a network of internal business partners to enhance member experience.
• Generate deposit balance growth and resolve inquiries.
• Represent the credit union at business events.

Skills

Strong written, oral and interpersonal skills

Proficient in Microsoft Office Suite

Proficient in CRM tools including Salesforce

Education

Associate degree or four years of related experience

Tools

CRM tools

Microsoft Office Suite

Job description

Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.

Brief Description

Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.

Summary

The Premier Financial Representative is focused on engaging mass affluent members and expanding their membership with Teachers. The key functions of the role are managing a book of business and supporting local branches with Premier services to help drive revenue for the credit union.

Education And/or Experience

• Associate degree required or a minimum of four years of related experience
• Minimum three years of financial services industry, branch operations, customer services, sales, or call center experience required
  
  
  

Essential Skills

• Strong written, oral and interpersonal skills required
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
• Proficient in CRM tools including Salesforce preferred
  
  
  

Job Responsibilities

• Build, manage and grow a book of business consisting of mass affluent members
• Conduct comprehensive financial review sessions with mass affluent members to uncover their unique needs, recommend solutions and log results using a CRM tool
• Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs
• Regularly connect and build relationships with assigned branches and teammates
• Generate deposit balance growth and utilize proper exception procedures to retain balances and escalate large balance fluctuations as needed
• Resolve inquiries and service requests, open and service accounts within authorized limits and create activity plans and follow up on scheduled contacts
• Represent the credit union in a brand ambassador capacity at various high-profile business development and internal events
• Fulfill product and service needs in the branch network and make appropriate introductions to partners for products in other lines of business.
• Maintain operational excellence when conducting transactions for mass affluent members
• Monitor competition for best practices on mass affluent offerings and use findings to help ensure Teachers is the Best Place to Bank
• Pilot initiatives that align with organizational goals in preparation for CU wide rollouts
• Perform other duties as needed upon request by immediate supervisor
  
  
  

Benefits Of Joining The Teachers Team

We provide a competitive compensation and benefits package that includes, but is not limited to:

• This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus.
• Paid time off for vacation, personal days, and holidays
• 401(k) company contribution
• Teachers pays 100% of Dental & Vision premium
• 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
  
  
  

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.

To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers

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