Senior Personal Banker - Teachers Federal Credit Union : Job Details

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Experienced Talent Acquisition Specialist

Brief DescriptionJoin Our TeamFor over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.SummaryThe Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role are centered on managing a book of business and supporting members with specialized needs which is inclusive of Consumer, Small Business and Lending services to help drive revenue for the Credit Union.Accepting application for the following branches: Merrick, Hauppauge, Oakdale, Holbrook, Selden, and SmithtownEducation And/or Experience

• High School degree or GED required; Bachelor's in Business in lieu of experience will be considered
• Minimum two years of general work experience, customer service, call center, sales and a minimum of two years branch experience required
• Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required
• Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred

Job Responsibilities

• Serve consumer and small business members by proactively engaging members to understand and help with 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; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules and regulations.
• Maximize team profitability by working to enhance sales skills and product knowledge in the branch. Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors.
• Partner with specialists to connect members to experts who can help them with specialized financial needs.
• Build new member relationships utilizing methods outlined in company playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends and data to make effective decisions.
• Participate in campaigns, lead outbound calling efforts via internal referral and lead sources, cross-sell and make referrals when appropriate using the online tracking and CRM systems.
• Ability to travel between branches in assigned local area and support assigned market.
• Perform other duties or accountabilities within the branch as assigned to support Small Business and Premier members.
• Participate in orientation and mentorship of new representatives as required.
• May handle escalated member issues as required.
• Perform other duties as needed upon request by immediate supervisor.

Benefits Of Joining The Teachers TeamWe provide a competitive compensation and benefits package that includes, but is not limited to:

• Paid time off for vacation, personal days, and holidays
• Fully-funded pension plan
• 401(k) company contribution
• Teachers pays 100% of Dental & Vision premium
• Tuition reimbursement is offered to full-time employees
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

The good faith range for this position is $26.50 to $29.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.To learn more about Teachers and to view a full list of our job opportunities please visit Click here to view: California Privacy Notice

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales
• IndustriesBanking

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