Mass Affluent Banking & Growth Specialist

Join Our Team For 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. Brief Description Join Our Team For 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. Summary The Premier Financial Representative is focused on engaging mass affluent members and expanding their membership with Teachers. The key functions of the role are managing a book of business and supporting local branches with Premier services to help drive revenue for the credit union. Education And/or Experience Associate degree required or a minimum of four years of related experience Minimum three years of general work experience, customer service, call center, sales, branch banking or finance industry experience required Essential Skills Strong written, oral and interpersonal skills required Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) Proficient in CRM tools including Salesforce preferred Travel Less than 20% of time will be spent traveling for member meetings, internal meetings/training's and high profile events. Job Responsibilities Build, manage and grow a book of business consisting of mass affluent members Conduct comprehensive financial review sessions with mass affluent members to uncover their unique needs, recommend solutions and log results using a CRM tool Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs Regularly connect and build relationships with assigned branches and teammates Generate deposit balance growth and utilize proper exception procedures to retain balances and escalate large balance fluctuations as needed Resolve inquiries and service requests, open and service accounts within authorized limits and create activity plans and follow up on scheduled contacts Represent the credit union in a brand ambassador capacity at various high-profile business development and internal events Fulfill product and service needs in the branch network and make appropriate introductions to partners for products in other lines of business. Maintain operational excellence when conducting transactions for mass affluent members Monitor competition for best practices on mass affluent offerings and use findings to help ensure Teachers is the Best Place to Bank Pilot initiatives that align with organizational goals in preparation for CU wide rollouts Perform other duties as needed upon request by immediate supervisor Benefits Of Joining The Teachers Team We provide a competitive compensation and benefits package that includes, but is not limited to: This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives Paid time off for vacation, personal days, and holidays 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 $28.50 - 34.00/hr. 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 #J-18808-Ljbffr Teachers Federal Credit Union