Member Services Advisor – Banking & Lending

Teachers Federal Credit Union; Hauppauge (NY); Vor Ort; USD 32.000 - 37.000; Vollzeit

Benefits dieser Stelle

Bonus program

Paid time off

401(k)

Dental & Vision covered

Tuition reimbursement

Loan discounts

Zusammenfassung

Teachers Federal Credit Union in Hauppauge, NY is seeking a Customer Service Representative– Contact Center to greet callers, open new membership and deposit accounts, and promote lending products.

The role requires a high school diploma and at least two years in a call center or financial services environment, with lending or banking experience preferred. Compliance training is required to protect member information.

Qualifikationen

• Requires high school diploma or equivalent
• Minimum two years in call center or customer service in financial services
• Lending experience preferred
• Credit Union or banking experience preferred
• Must pass compliance training (BSA/AML, CIP, OFAC, etc.)

Aufgaben

• Handle incoming calls to open accounts and assist with products
• Verify caller identity and account security
• Educate members on Online/Mobile Banking and other services
• Process requests and maintain accurate call logs in CRM
• Meet service targets and maintain high quality standards
• Assist with account maintenance and transactions

Kenntnisse

Customer service

Attention to detail

Data entry

Problem solving

Ausbildung

High school diploma or equivalent

Tools

CRM systems

Jobbeschreibung

Teachers Federal Credit Union in Hauppauge, NY is seeking a Customer Service Representative– Contact Center to greet callers, open new membership and deposit accounts, and promote lending products.

The role requires a high school diploma and at least two years in a call center or financial services environment, with lending or banking experience preferred. Compliance training is required to protect member information.