Financial Services Representative - Amityville

Summary: Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation. The Financial Services Representative builds and strengthens member relationships while introducing members to new banking methods and recommending tailored financial solutions to meet their needs. Responsibilities: - Work closely with new and existing members to understand their financial needs and deepen relationships - 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 Required Qualifications: - High School degree or GED required - Minimum one year of general work experience, customer service, call center, sales or branch experience required - Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required Preferred Qualifications: - Minimum of six months cash handling experience preferred Required Skills: Customer service Important Skills: Cash handling Nice-to-Have Skills: Sales skills, Mathematical skills, Multitasking, Computer skills Benefits: 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 Teacher