Financial Services Representative II - Amityville
Teachers Federal Credit Union · Amityville, NY · 2 wk ago
FinanceFull-time
About the role
As a Financial Services Representative II, you will be responsible for providing exceptional customer service to members of Teachers Federal Credit Union. You will assist in handling member inquiries, processing transactions, and maintaining member records.Responsibilities
- Handle member inquiries via phone, email, and in-person.
- Process loan applications and assist with loan modifications.
- Maintain accurate and up-to-date member records.
- Ensure compliance with credit union policies and regulations.
- Provide educational resources on financial products and services.
Requirements
- High school diploma or equivalent.
- At least 1 year of relevant customer service experience.
- Strong computer skills, including proficiency with Microsoft Office.
- Excellent communication and problem-solving abilities.
- Ability to work flexible hours, including evenings and weekends.
Qualifications
- Bachelor's degree in finance, business administration, or a related field preferred.
- Experience in financial services or a related field.
- Knowledge of credit union operations and compliance standards.
Skills
- Customer service skills.
- Computer literacy, particularly Microsoft Office.
- Strong organizational and time management skills.
- Ability to handle multiple tasks simultaneously.
Benefits
- Comprehensive health insurance coverage.
- Paid vacation and sick leave.
- 401(k) retirement plan with employer match.
- Flexible work schedule.