Financial Services Representative - Selden at Teachers… · Selden

Summary: Teachers Federal Credit Union is a leading credit union committed to helping members build a strong financial foundation and providing meaningful career opportunities. The Financial Services Representative builds member relationships, processes transactions, recommends tailored financial solutions, and educates members on digital banking services.

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
- Bilingual Spanish required

Preferred Qualifications:
- Minimum of six months cash handling experience

Required Skills: Cash Handling, Financial Services, Sales, Bilingual Spanish

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 Teachers