Premier Financial Representative - East Meadow

Teachers Federal Credit Union; East Meadow (NY); Sur place; USD 39 000 - 47 000; Plein temps

Avantages offerts par ce poste

Quarterly incentive program

Annual discretionary bonus for non-ops

Paid time off

401(k) company contribution

Dental & Vision premium covered

Tuition reimbursement

Résumé du poste

Teachers Federal Credit Union is seeking a Premier Financial Representative to engage mass affluent members and grow a robust book of business. You will support local branches with Premier services, perform comprehensive financial reviews, and log outcomes in our CRM to drive member solutions and revenue.

Ideal candidates bring experience in financial services, strong communication skills, and proficiency with Microsoft Office and Salesforce.

Qualifications

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

Responsabilités

• 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 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 retain balances and manage large balance fluctuations
• Resolve inquiries and service requests, open and service accounts within limits and create activity plans
• Represent the credit union as a brand ambassador at high-profile events
• Fulfill product and service needs in the branch network and introduce partners for other lines of business
• Maintain operational excellence when conducting transactions for mass affluent members
• Monitor competition for best practices on mass affluent offerings and apply findings
• Pilot initiatives aligned with organizational goals for CU-wide rollouts
• Perform other duties as needed by supervisor

Connaissances

Strong written & interpersonal skills

MS Office Suite

Salesforce CRM

Formation

Associate degree or 4+ years related experience

3+ years in financial services / customer service

Outils

Microsoft Office

Salesforce CRM

Description du poste

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

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

Travel

Less than 20% of time will be spent traveling for member meetings, internal meetings/training's and high profile events.

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 elevate 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

• 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

The good faith range for this position is $28.50 - 34.15/hr. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

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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