Account and Loan Representative

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.