Senior Financial Services Representative - Farmingville

About the Role

Join our team as a Senior Financial Services Representative and engage members to expand their relationship with Teachers Federal Credit Union both in person and virtually. This role focuses on managing a book of business and supporting members with specialized needs in Consumer, Small Business, and Lending services to drive revenue for the Credit Union.

Requirements

• High School degree or GED required; Bachelor’s in Business may be considered in lieu of experience
• Minimum of two years branch experience required
• Minimum two years of general work experience in customer service, call center, or sales required
• Commissioned notary or ability to obtain a notary commission in the state where you work within four months of starting
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
• Proficient in CRM tools including Salesforce

Skills

• Strong communication, interpersonal, customer service, sales, mathematical, problem-solving, multitasking, and computer skills
• Attention to detail and ability to build and maintain relationships
• Understanding of customer relationship management (CRM)
• Strategic thinker with the ability to analyze and solve problems quickly
• Ability to work well with others and lead a team

Responsibilities

• Serve consumer and small business members by proactively engaging them to understand and address their current and future financial needs
• Manage assigned members and proactively meet with them—in person and over the phone—to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Serve as a leader in managing risk; adhere to policies, procedures, and controls while ensuring compliance with applicable laws, rules, and regulations
• Maximize team profitability by enhancing sales skills and product knowledge; participate in community and outside organizations to develop strategic partnerships and analyze competitors
• Partner with specialists to connect members to experts for specialized financial needs
• Build new member relationships using company playbooks; responsible for relationship reviews, problem resolution, and interpreting data to make effective decisions
• Participate in campaigns, lead outbound calling efforts, cross-sell, and make referrals using online tracking and CRM systems
• Travel between branches in the assigned local area and support the assigned market
• Perform other duties within the branch to support Small Business and Premier members
• Participate in the orientation and mentorship of new representatives as required
• Handle escalated member issues as needed
• Perform other duties as requested by an immediate supervisor

Benefits

• Eligible for quarterly retail performance incentive program; non-commission roles may receive an annual discretionary bonus
• Paid time off for vacation, personal days, and holidays
• 401(k) company contribution
• Teachers pays 100% of Dental & Vision premiums
• Tuition reimbursement for full-time employees
• Exclusive employee discount of 0.96% APR on credit card loans and 1.00% APR on all other loans through Teachers

Pay

The good faith range for this position is $25.30 to $30.35 an hour, with eligibility for quarterly incentive cash opportunities.