Account and Loan Representative
Page Mechanical Group, Inc., Poughkeepsie, NY, United States
Account and Loan Representative
At TEG Federal Credit Union, we nurture relationships, develop solutions, and promote growth for our members and community. We’re seeking a results‑driven, accountability‑minded Account and Loan Representative to empower our members to achieve financial success at our Poughkeepsie 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.
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):
3-5 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
Pay: $22 - $27 / hr based on experience,
plus eligible to receive incentives paid monthly of $5,000+ annually.
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 www.e‑verify.gov.
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At TEG Federal Credit Union, we nurture relationships, develop solutions, and promote growth for our members and community. We’re seeking a results‑driven, accountability‑minded Account and Loan Representative to empower our members to achieve financial success at our Poughkeepsie 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.
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):
3-5 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
Pay: $22 - $27 / hr based on experience,
plus eligible to receive incentives paid monthly of $5,000+ annually.
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 www.e‑verify.gov.
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