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At TEG Federal Credit Union, we pride ourselves on being more than just a financial institution; we are a caring team dedicated to each other and our community. We are seeking motivated, customer-oriented Account and Loan Representatives for our branches in Poughkeepsie, NY and Wappingers Falls, NY.
As an Account and Loan Representative, you will assist members with their financial needs and establish and maintain long‑lasting, profitable member relationships. You will be responsible for loan origination and closing, as well as promoting and cross-selling TEG products and services.
This is a full-time, 40 hour/week position, Monday – Saturday, but the schedule varies; you must have flexible availability.
What We're Looking For (Qualifications):
- At least 2 years of experience in lending, personal banking, and/or financial services in a bank or credit union
- Experience originating and/or closing loan applications is desired
- Strong interpersonal, written and verbal communication skills
- Bilingual in English and Spanish is highly desired!
- Must be available to work on Saturdays
What You’ll Get (Perks & Benefits):
- Competitive salary with bonus potential based on performance
- Comprehensive medical, dental, and vision insurance
- 401K with company match
- Defined benefit plan (Pension)
- Paid Time Off, and much more!
What You’ll Do as the Account and Loan Representative (Responsibilities):
- Open accounts for new and existing members, including loans, business accounts, certificates of deposit, and IRA's
- Prepare loan applications and submit into centralized lender
- Close loan applications – volume in excess of $100k per month
- Respond to member requests and resolve member account problems
- Effectively cross-sell credit union products and services
- Build and maintain member relationships via follow‑up and outbound sales calls
- Perform all Teller duties as needed by the branch
Pay: $20 - $23 / hour + performance bonus
Apply NOW for immediate consideration!
TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy.
- Full Time
- Immediately
- $20 - $23 Year
- Poughkeepsie, NY 12603
- 4/8/24
Hudson Valley Credit Union is currently recruiting for the position of Teller I. Primary Function: provide high-quality member service by accurately performing a variety of financial transactions. Identify member's needs and goals by asking questions and uncovering opportunities. Promote, explain and cross-sell HVCU products and services.
Responsibilities
- Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments, accurate end-of-day proof and handling large volumes of cash.
- Provide courteous prompt service and proactively identify member needs, recommend solutions to meet needs and refer members to HVCU platform staff, business partners and automated services. Contribute to branch and individual sales and service goals.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member’s needs.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
- Minimum 6 months Customer service and sales experience in a financial institution or retail environment experience preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
- Minimum 6 months Customer service and sales experience in a financial institution or retail environment experience preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments, accurate end-of-day proof and handling large volumes of cash.
- Provide courteous prompt service and proactively identify member needs, recommend solutions to meet needs and refer members to HVCU platform staff, business partners and automated services. Contribute to branch and individual sales and service goals.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member’s needs.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Wappingers Falls, NY 12590
- 3/30/24