Premier Financial Representative - Lake Mary

Teachers Federal Credit Union; Florida; Sur place; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

Annual discretionary bonus program

Paid time off

401(k) company contribution

100% Dental & Vision premium payment

Tuition reimbursement

Employee discount on loans

Résumé du poste

A leading credit union in New York is seeking a Premier Financial Representative to engage mass-affluent members and manage a book of business. The role involves building relationships, conducting financial review sessions, and collaborating with internal partners to enhance member experiences. Applicants should have an associate degree or equivalent experience, and skills in customer service and CRM tools. This full-time position offers competitive benefits including a discretionary bonus, paid time off, and 401(k) contributions.

Qualifications

• Associate degree required or a minimum of four years of related experience.
• Minimum three years in customer service, call center, sales, or finance.
• Proficiency with Word, Excel, PowerPoint.
• CRM experience with Salesforce preferred.

Responsabilités

• Build, manage and grow a book of business.
• Conduct comprehensive financial review sessions with members.
• Build a network of internal business partners to enhance member experience.
• Generate deposit balance growth and resolve inquiries.
• Represent the credit union at business events.
• Handle inquiries and service requests; open/service accounts within limits.
• Represent the credit union at events as a brand ambassador.
• Introduce products across lines of business and maintain transaction excellence.

Connaissances

Strong written, oral and interpersonal skills

Proficient in Microsoft Office Suite

Proficient in CRM tools including Salesforce

Formation

Associate degree or four years of related experience

Four years related experience

Three years general work experience

Strong written, oral and interpersonal skills

Outils

CRM tools

Microsoft Office Suite

Description du poste

Teachers Federal Credit Union has been guiding members toward building a strong financial foundation for over 70 years. Named one of America’s Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers continues to grow nationally while remaining a Best Place to Bank and a Best Place to Work.

Overview

The Premier Financial Representative engages mass‑affluent members and expands their membership with Teachers. The role manages a book of business and supports local branches with Premier services to drive revenue for the credit union.

Education & Experience

• Associate degree required or a minimum of four years of related experience.
• Minimum three years of general work experience, customer service, call center, sales, branch banking or finance industry experience.

Essential Skills

• Strong written, oral and interpersonal skills.
• 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 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 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 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 expedite 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 the immediate supervisor.

Benefits

• Eligible for the annual discretionary bonus program; some positions qualify for quarterly performance incentives.
• Paid time off for vacation, personal days, and holidays.
• 401(k) company contribution.
• Teachers pays 100% of Dental & Vision premium.
• Tuition reimbursement offered to full‑time employees.
• Exclusive employee discount: 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers.

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.

California Privacy Notice: https://www.teachersfcu.org/privacy.

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Sales and Business Development (Banking)