Financial Services Rep II - Banking & Member Solutions

Teachers-Federal-Credit-Union; Center Moriches (NY); On-site; USD 33,000 - 37,000; Full time

Benefits offered by this job

401(k) company contribution

Dental & Vision premium covered

Tuition reimbursement

Paid time off

Job summary

Teachers Federal Credit Union in Center Moriches, NY is hiring a Financial Services Representative II to build member relationships and introduce members to digital banking tools.

The role requires a high school diploma, at least one year of branch experience, and strong customer service and sales skills; notary commission is required within six months.

Join a team with competitive benefits, including 401(k), dental & vision coverage, tuition reimbursement, and opportunities for growth.

Qualifications

• High School degree or GED required; Bachelor's in Business in lieu of experience will be considered
• Minimum one year branch experience required
• Minimum two years of general work experience, customer service, call center or sales experience required
• Commissioned notary or ability to obtain a notary commission within six months of starting in the role required
• Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred

Responsibilities

• Works closely with new and existing members to understand their financial needs and deepen relationships
• Processes routine and complex financial transactions for members quickly and accurately (deposits, withdrawals, loans, cashier’s checks, IRA) in compliance with regulations
• Provides recommendations and assists members with a wide array of financial solutions to satisfy spending, saving, borrowing, and investing needs
• Educate members to bank more efficiently using the web, mobile, and ATM
• Participate in offsite membership development activities such as events and visits to businesses to promote membership
• Uncover members’ financial goals and introduce members to internal business specialists to help meet their financial goals
• Leverage phone and e-mail to perform regular member outreach, including outbound sales, follow-ups on pending recommendations and services, and proactive check-ins
• May handle escalated member issues
• Perform other duties as needed upon request by immediate supervisor

Skills

Customer service

Sales experience

Retail banking

Notary

Education

High School degree

Bachelor’s in Business (in lieu of experience)

Job description

Teachers Federal Credit Union in Center Moriches, NY is hiring a Financial Services Representative II to build member relationships and introduce members to digital banking tools.

The role requires a high school diploma, at least one year of branch experience, and strong customer service and sales skills; notary commission is required within six months.

Join a team with competitive benefits, including 401(k), dental & vision coverage, tuition reimbursement, and opportunities for growth.