Now Hiring - Teachers Federal Credit Union - Digital Account Representative in Hauppauge, NY

Join Our Team

For 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.

Summary:

Monitors Digital Account Opening platform for incoming member applications. Detects processing issues with the applications which include contacting the members directly as well as initiating correspondence via varying channels to obtain missing data to ensure a timely resolution and completion of all outstanding applications.

Qualifications & Education:

• High school education or GED required, associates degree preferred
• Minimum one year banking experience required
• College level business related courses or the equivalent preferred

Job Duties:

• Review incoming applications from the Digital Account Opening platform to ensure they are complete, signed and all necessary documentation has been received and uploaded. Ensure that necessary follow-up on outstanding applications is completed in a timely manner.
• Approve or decline applications based on standard operating procedures, direction and service level expectations.
• Monitor all aspects of the Digital Account Opening platform and perform any needed or required necessary queue maintenance throughout the day. Monitor errors in hold pattern in the queue and change queue assignment as needed.
• Examine OFAC failures in accordance with Teachers FCU policy and initiate actions based on stated procedures. When necessary, solicit review and advice from internal partners including the Compliance department.
• Respond quickly, completely, accurately and courteously to telephone calls and emails received from members and Teachers FCU employees. Provide interdepartmental support/collaboration as needed.
• Establish accounts (e.g., checking, savings, holiday and vacation clubs, etc.) in the operating system when necessary.
• Enhance and deepen member relationships by providing expert financial solutions that allow members to achieve their financial goals.
• Perform other duties as needed upon request by immediate supervisor.

Essential Skills:

• Strong oral/written communication skills.
• Problem-solving skills.
• Proficient in Microsoft Excel and Word.
• System knowledge and experience in DNA preferred.

Benefits of Joining the Teachers Team:

• 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
• Flexible hybrid schedule for eligible positions