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.

Education/Experience:

• High School degree or GED required; Bachelor's in Business in lieu of experience will be considered
• Minimum two years of general work experience, customer service, call center, sales and a minimum of one year branch experience required
• Commissioned notary or can successfully obtain a notary commission in the state where you work within four months of starting in the role required
• Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred

JobResponsibilities:

• Works closely with new and existing members to understand their financial needs and deepen relationships
• Processes 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
• Provides recommendations and assists 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
• Participate in offsite membership development activities such as events and visits to businesses to promote membership
• Uncover members' financial goals and introduce members to internal business specialists to help meet their financial goals
• Leverage phone and e-mailto 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
• Perform other duties as needed upon request by immediate supervisor

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