Financial Services Specialist - Smithtown
Teachers Federal Credit Union · Smithtown, NY · 1 wk ago
SalesFull-time
About the role
As a Financial Services Specialist at Teachers Federal Credit Union in Smithtown, NY, you will be responsible for providing exceptional customer service to members through various channels including phone, email, and in-person visits. You will assist members with financial transactions, answer inquiries about products and services, and help resolve issues efficiently.Responsibilities
- Handle member inquiries regarding loans, savings accounts, and other financial products.
- Process transactions such as deposits, withdrawals, and transfers securely and accurately.
- Provide educational support to members on managing their finances and utilizing credit union resources effectively.
- Respond promptly to member requests and escalate complex issues to supervisors as necessary.
Requirements
- A high school diploma or equivalent is required.
- At least one year of experience in a customer service role is preferred.
- Strong communication skills are essential, including the ability to explain financial concepts clearly to non-experts.
- Basic computer skills, including proficiency with Microsoft Office applications.
- Ability to work flexible hours, including evenings and weekends, as needed.
Qualifications
- Knowledge of credit union operations and financial products is beneficial but not required.
- Experience with financial software and systems is advantageous.
- Passion for helping others and a commitment to maintaining a positive customer experience.
Skills
- Excellent interpersonal and problem-solving skills.
- Customer service orientation and a proactive approach to resolving issues.
- Attention to detail and the ability to manage multiple tasks simultaneously.
Benefits
- Competitive salary commensurate with experience.
- Incentive-based compensation plan.
- Vacation and holiday pay.
- Paid time off for training and professional development.
- Health, dental, and vision insurance options.
- 401(k) retirement plan with employer match.