Financial Services Specialist - Stony Brook
Teachers Federal Credit Union · Stony Brook, NY · 1 mo ago
FinanceFull-time
About the role
As a Financial Services Specialist at Teachers Federal Credit Union in Stony Brook, NY, you will be responsible for providing exceptional customer service to members. Your primary duties include assisting members with account inquiries, processing transactions, and resolving issues related to loans and investments.Responsibilities
- Assist members with account inquiries and provide accurate information.
- Process loan applications and assist members with loan-related questions and issues.
- Manage member accounts, including deposits, withdrawals, and transfers.
- Handle investment inquiries and provide guidance on investment products.
- Resolve member complaints and issues through effective communication and problem-solving skills.
Requirements
- A high school diploma or equivalent is required.
- At least one year of experience in a customer service role is preferred.
- Strong interpersonal and communication skills are essential.
- Basic knowledge of financial products and services is beneficial.
Qualifications
- Excellent organizational and time management skills.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office Suite.
Skills
- Customer service orientation.
- Problem-solving abilities.
- Attention to detail.
Benefits
- Comprehensive health insurance coverage.
- Flexible work schedule.
- Professional development opportunities.
- Employee discounts on credit union products and services.