Financial Services Representative - Selden

Summary

The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. 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 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
• 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

Education/Experience

• High school degree or GED required
• Minimum one year of general work experience, customer service, call center, sales or branch experience required
• Minimum of six months cash handling experience preferred
• Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required
• Bilingual Spanish required

Benefits

• 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
• Paid time off for vacation, personal days, and holidays
• 401(k) company contribution
• Quarterly retail performance incentive program for eligible positions
• Annual discretionary bonus for non-commission roles
• Paid time off for vacation, personal days, and holidays
• 401(k) company contribution
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

Pay

The good faith range for this position is $23.00 to $24.50 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

Schedule

This position is eligible for a flexible hybrid schedule for eligible positions.