Part-Time Financial Services Rep — Grow Members' Wealth

FreshDirect LLC; South Setauket (NY); Vor Ort; USD 32.000 - 34.000; Teilzeit

Benefits dieser Stelle

401(k) company contribution

Tuition reimbursement

Paid time off

Annual discretionary bonus

Zusammenfassung

Teachers Federal Credit Union in New York State is seeking a Financial Services Representative to deepen member relationships and guide them to using online banking, the mobile app, and ATMs.

You will learn members’ financial goals and tailor solutions to meet their needs while delivering friendly, compliant service in a part-time capacity, with a focus on accuracy and customer satisfaction.

Qualifikationen

• 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.

Aufgaben

• Work closely with new and existing members to understand their financial needs.
• 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.

Kenntnisse

Customer service

Communication

Sales

Problem solving

Multitasking

Attention to detail

Cash handling

Ausbildung

High School degree or GED

Jobbeschreibung

Teachers Federal Credit Union in New York State is seeking a Financial Services Representative to deepen member relationships and guide them to using online banking, the mobile app, and ATMs.

You will learn members’ financial goals and tailor solutions to meet their needs while delivering friendly, compliant service in a part-time capacity, with a focus on accuracy and customer satisfaction.