Financial Services Representative - Wading River
Teachers Federal Credit Union · Wading River, NY · 2 wk ago
FinanceFull-time
About the role
As a Financial Services Representative at Teachers Federal Credit Union in Wading River, NY, you will be responsible for providing exceptional customer service to members, processing transactions, and assisting with financial products and services.Responsibilities
- Provide high-quality customer service to members through phone, email, and in-person interactions.
- Process loan applications, credit card applications, and other financial transactions efficiently and accurately.
- Offer advice on various financial products and services, including savings accounts, loans, and insurance options.
- Ensure compliance with all federal, state, and local regulations regarding financial services.
- Handle member inquiries and complaints professionally and resolve issues promptly.
Requirements
- A high school diploma or equivalent is required.
- Experience in a customer service role is preferred but not mandatory.
- Strong communication skills are essential, both verbal and written.
- Ability to work independently and manage multiple tasks simultaneously.
- Basic computer skills, including proficiency with Microsoft Office applications.
Qualifications
- Excellent interpersonal skills and a positive attitude.
- Ability to handle sensitive and confidential information with discretion.
- Knowledge of financial products and services is beneficial but not required.
- Passion for helping others achieve their financial goals.
Skills
- Customer service orientation.
- Attention to detail.
- Problem-solving abilities.
- Time management skills.
Benefits
- Competitive salary based on experience.
- Incentive bonuses tied to performance.
- Vacation and sick time.
- Paid holidays.
- Health, dental, and vision insurance coverage.
- 401(k) retirement plan with company match.