Account and Loan Representative

Account and Loan Representative Fishkill Plains Route 376 Branch

Be the catalyst. Build relationships. Drive growth.

At TEG Federal Credit Union, we nurture relationships, develop solutions, and promote growth for our members and community. We operate on the core values of integrity, professionalism, service excellence, and cooperation. We're seeking a results-driven, accountability-minded Account and Loan Representative to empower our members to achieve financial success at our Fishkill Plains Route 376 Branch. If you're energized by challenges, passionate about helping others, and committed to service excellence, this is your opportunity.

Your role:

As an Account and Loan Representative, you'll play a dual role: providing personalized, high-quality service to members while actively identifying and pursuing new business. You'll uncover member needs, offer tailored financial solutions, and take initiative to prospect, generate leads, and follow up helping individuals achieve their goals while advancing TEG's mission.

Account and Loan Representative responsibilities:

• Open and maintain member accounts (including general, custodial, and business memberships) with precision and compliance.
• Assist members with account maintenance, digital banking setup, and service inquiries.
• Conduct needs-based conversations to recommend credit union products and services.
• Educate members on loan products and gather complete, accurate loan application information.
• Proactively seek growth opportunities through outbound calls and prospecting activities.
• Maintain strong follow-through and relationship management to support long-term member success.
• Support branch operations and provide leadership coverage in the absence of management.
• Uphold a culture of collaboration, professionalism, and service excellence.

What you bring:

• 13 years of job-related experience in credit union or banking environments.
• A track record of building strong customer/member relationships.
• Familiarity with consumer lending and account services.
• Exceptional communication, attention to detail, and problem-solving skills.
• A self-starter mindset driven to achieve goals and improve every day.
• Willingness to stretch beyond comfort zones, own results, and support team success.

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!

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. TEG Federal Credit Union participates in the E-Verify program to confirm the employment eligibility of all newly hired employees. For more information on E-Verify, please visit