Member Banking Advisor II: Grow Members' Finances

Teachers Federal Credit Union; Hauppauge (NY); On-site; USD 33,000 - 37,000; Full time

Benefits offered by this job

401(k) company contribution

Dental & Vision premium covered

Tuition reimbursement for full-time

Paid time off

Annual discretionary bonus

Job summary

Teachers Federal Credit Union invites applications for the Financial Services Representative II in Hauppauge, NY. The role focuses on building member relationships and guiding customers to use online and mobile banking tools, ATMs, and in-branch services.

Candidates should have a high school diploma or GED, plus at least one year of branch experience and strong customer service or sales background. Notary commission or ability to obtain one within six months is required.

Qualifications

• High School degree or GED required; Bachelor’s in Business in lieu of experience will be considered
• Minimum one year branch experience required
• Minimum two years of general work experience, customer service, call center or sales experience required
• Commissioned notary or can obtain notary commission within six months of starting in the role required
• Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred

Responsibilities

• Works closely with new and existing members to understand their financial needs and deepen relationships
• Processes routine and complex financial transactions for members quickly and accurately (deposits, withdrawals, loan payments, cashier’s checks, IRA) in compliance with regulations and guidelines
• Provides recommendations and assists members with a wide array of financial solutions to satisfy spending, saving, borrowing, and investing needs
• Educate members to bank more efficiently using the web, mobile, and ATM
• Participate in offsite membership development activities such as events and visits to businesses to promote membership
• Uncover members’ financial goals and introduce members to internal business specialists to help meet their financial goals
• Leverage phone and e-mail to perform regular member outreach, including outbound sales, follow-ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization
• May handle escalated member issues
• Perform other duties as needed upon request by immediate supervisor

Skills

Customer service

Sales experience

Notary eligibility

Education

High School degree or GED

Bachelor’s in Business (in lieu of experience)

Tools

Banking software

Job description

Teachers Federal Credit Union invites applications for the Financial Services Representative II in Hauppauge, NY. The role focuses on building member relationships and guiding customers to use online and mobile banking tools, ATMs, and in-branch services.

Candidates should have a high school diploma or GED, plus at least one year of branch experience and strong customer service or sales background. Notary commission or ability to obtain one within six months is required.