Financial Services Representative Ii

Join Our Team

For 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.

Summary:

The Financial Services Representative II builds and strengthens member relationships andintroduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. The Financial Services Representative will learn members' personal financial goals and recommend tailored solutions to meet their needs.

Job Responsibilities:

• Work closely with new and existing members to understand their financial needs and deepen relationships
• Process routine and complex financial transactions for members quickly 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, saving, borrowing, and investing needs
• Educate members to bank more efficiently using the web, mobile, and ATM
• Participates in offsite membership development activities such as events, visits to businesses to promote membership with Teachers FCU
• Uncovers members' financial goals and introduces members to internal business specialists to help meet their financial goals
• Leverage phone and e-mail to perform regular member outreach, including outbound sales, follow-ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization
• May handle escalated member issues as required
• Perform other duties as needed upon request by immediate supervisor.*

Essential Skills:

• Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required.

Education & Qualifications:

• High School degree or GED required; Bachelor's In Business in lieu of experience.
• Minimum two years of general work experience, customer service, call center, sales or branch experience required.
• Commissioned notary or can successfully obtain a notary commission in the state where you work within 4 months of starting in the role.

Benefits of Joining the Teachers Team:

We provide a competitive compensation and benefits package that includes, but is not limited to:

• Paid time off for vacation, personal days, and holidays
• Fully-funded pension plan
• 401(k) company contribution
• Teachers pays 100% Premium Coverage for Vision & Dental Care
• 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
• Flexible hybrid schedule for eligible positions

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 visithttps://www.teachersfcu.org/about/careers

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