Senior Financial Services Representative - Merrick
1 week ago
Job summary
The 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.
+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 manage risks in the business adhere to policies procedures & controls ensure compliance applicable laws rules regulations
- Maximize team profitability by working enhance sales skills product knowledge branch
- Participate outside organizations community develop strategic partnerships alliances analyze current future competitors
Benefits Of Joining The Teachers Team+This position eligible our quarterly retail performance incentive program Employees non-commission roles may also receive annual discretionary bonus Paid time off vacation personal days holidays 401(k) company contribution Teachers pays 100% Dental Vision premium Tuition reimbursement offered full-time employees Exclusive employee discount APR credit card loans all other loans through Teachers ,
Job description
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