Member Banking & Financial Solutions Advisor

Teachers Federal Credit Union; East Northport (NY); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Performance incentive program

Annual discretionary bonus

Paid time off (PTO)

401(k) company contribution

Dental & Vision premium paid

Tuition reimbursement

Discount on loans

Job summary

Teachers Federal Credit Union in New York is seeking a Financial Services Representative to build and strengthen member relationships. You will introduce members to online banking, the mobile app, and ATMs, and learn their financial goals to recommend tailored solutions.

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

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

Cash handling

Communication

Multitasking

Bilingual Spanish

Education

High School degree or GED

Job description

Teachers Federal Credit Union in New York is seeking a Financial Services Representative to build and strengthen member relationships. You will introduce members to online banking, the mobile app, and ATMs, and learn their financial goals to recommend tailored solutions.

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