Financial Services Specialist - Farmingville
Teachers Federal Credit Union · Farmingville, NY · 1 mo ago
FinanceFull-time
About the role
As a Financial Services Specialist at Teachers Federal Credit Union in Farmingville, NY, you will be responsible for providing exceptional customer service to members, processing loan applications, and maintaining accurate financial records.Responsibilities
- Provide high-quality customer service to members through phone, email, and in-person interactions.
- Process loan applications, including gathering necessary documentation and ensuring compliance with credit union policies.
- Maintain accurate and up-to-date financial records for all loan accounts.
- Respond to member inquiries regarding loans and other financial products.
- Ensure compliance with federal and state regulations related to lending activities.
Requirements
- A high school diploma or equivalent is required.
- At least one year of experience in a customer service role is preferred.
- Strong organizational skills and attention to detail are essential.
- Proficiency in Microsoft Office Suite is required.
- Ability to work independently and manage multiple tasks simultaneously.
Qualifications
- Experience in the financial services industry is a plus.
- Knowledge of credit unions and banking practices is beneficial.
- Excellent communication and interpersonal skills are required.
Skills
- Customer service skills
- Loan processing skills
- Microsoft Office proficiency
Benefits
- Competitive salary
- Paid time off
- Health insurance options
- 401(k) retirement plan