Financial Services Rep II — Retail Banking & Member Solutions

Teachers-Federal-Credit-Union; North Great River (NY); On-site; USD 33,000 - 37,000; Full time

Benefits offered by this job

Quarterly incentive program

Paid time off

Dental & Vision coverage

Tuition reimbursement

401(k) company contribution

Credit card loan discounts

Job summary

The Financial Services Representative II at Teachers Federal Credit Union builds and strengthens member relationships and introduces members to online, mobile, and ATM banking, both in person and virtually. You will learn members' personal financial goals and tailor solutions to meet their needs within a service‑driven, sales‑oriented environment.

As part of the role, you’ll process routine and complex transactions, recommend financial solutions, and educate members on digital banking.

Qualifications

• High School diploma 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 in customer service or sales.
• Commissioned notary or ability to obtain notary commission within six months of starting in the role.

Responsibilities

• Assist members to understand financial needs and deepen relationships.
• Process routine and complex financial transactions accurately (deposits, withdrawals, loan payments, checks, IRA).
• Provide recommendations and assist members with a wide array of financial solutions.
• Educate members to bank more efficiently via web, mobile, and ATM.
• Participate in off-site membership development events to promote membership.
• Conduct outbound member outreach via phone and email; follow up on recommendations and services.
• Handle escalated member issues as needed.
• Perform other duties as assigned by supervisor.

Skills

Customer service

Sales

Communication

Education

High School diploma or GED

Bachelor's in Business (in lieu of experience)

Notary commission within 6 months

Tools

Banking software

Job description

The Financial Services Representative II at Teachers Federal Credit Union builds and strengthens member relationships and introduces members to online, mobile, and ATM banking, both in person and virtually. You will learn members' personal financial goals and tailor solutions to meet their needs within a service‑driven, sales‑oriented environment.

As part of the role, you’ll process routine and complex transactions, recommend financial solutions, and educate members on digital banking.