Senior Financial Services Advisor — Member Growth

Teachers Federal Credit Union; Town of Smithtown (NY); On-site; USD 33,751 - 38,572; Full time

Benefits offered by this job

Paid time off for vacation and holidays

Fully-funded pension plan

401(k) company contribution

100% Premium Coverage for Vision & Dental Care

Tuition reimbursement

Employee credit card loan discount

Job summary

A financial services organization in New York is seeking a Senior Financial Services Representative to engage with members and meet their financial needs. This role requires strong communication skills and experience in customer service and sales. The ideal candidate will have a high school degree or GED, with a bachelor's degree preferred. This position offers hourly pay between $24.50 and $28.00, plus incentives.

Qualifications

• Minimum two years of general work experience, customer service, call center, sales, and branch experience required.
• Commissioned notary or ability to obtain a notary commission within four months is required.

Responsibilities

• Engage and understand members' financial needs.
• Manage assigned members and build lasting relationships.
• Ensure compliance with laws and regulations.
• Enhance branch sales skills and product knowledge.
• Build new member relationships and provide solutions.

Skills

Strong communication skills

Interpersonal skills

Customer service skills

Sales skills

Problem-solving skills

Microsoft Office proficiency

CRM knowledge

Education

High School degree or GED

Bachelor’s in Business

Tools

Salesforce

Job description

A financial services organization in New York is seeking a Senior Financial Services Representative to engage with members and meet their financial needs. This role requires strong communication skills and experience in customer service and sales. The ideal candidate will have a high school degree or GED, with a bachelor's degree preferred. This position offers hourly pay between $24.50 and $28.00, plus incentives.