Financial Services Representative II - North Massapequa
Teachers Federal Credit Union · North Massapequa, 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 clients, managing their accounts, and ensuring compliance with all financial regulations.Responsibilities
- Handle client inquiries and complaints in a professional manner.
- Manage and update client accounts, including processing transactions and maintaining accurate records.
- Ensure compliance with all financial regulations and policies.
- Provide educational resources to clients regarding financial products and services.
- Participate in ongoing training to enhance skills and knowledge.
Requirements
- Bachelor's degree in Finance, Business Administration, or a related field.
- Minimum 2 years of experience in a customer service or financial role.
- Strong communication and interpersonal skills.
- Proficiency in Microsoft Office Suite.
- Ability to work independently and manage multiple tasks simultaneously.
Qualifications
- Knowledge of financial products and services.
- Experience with financial software and systems.
- Excellent problem-solving and analytical skills.
Skills
- Customer service skills.
- Financial analysis and reporting.
- Technical proficiency with financial software.
- Adaptability and flexibility.
Benefits
- Competitive salary commensurate with experience.
- Health insurance coverage.
- Paid time off.
- Professional development opportunities.