Financial Services Representative II - Estero, FL

Teachers Federal Credit Union

Hauppauge (NY)

On-site

USD 42,000 - 64,000

Full time

14 days+

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Benefits offered by this job

Quarterly incentive program

Annual discretionary bonus

Paid time off (vacation, personal days

401(k) company contribution

Dental & Vision coverage

Tuition reimbursement for full-time

Loan discounts on card and other loans

Job summary

Teachers Federal Credit Union is seeking a Financial Services Representative II in Hauppauge, NY. You will build and strengthen member relationships, guide customers to online and mobile banking, and support transactions in person or remotely.

The role requires 1+ year of branch experience, a high school diploma or GED (Bachelor’s in Business considered in lieu of experience), and notary eligibility within six months. A focus on service, sales, and product knowledge is essential.

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 able to obtain notary commission within six months of starting.
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, loan payments, cashier’s checks, IRA) in compliance with regulations.
Provides recommendations and assists members with a wide array of financial solutions to meet spending, saving, borrowing, and investing goals.
Educate members to bank more efficiently using web, mobile, and ATM.
Participate in offsite membership development activities to promote membership.
Uncover members’ financial goals and introduce them to internal specialists to help meet goals.
Leverage phone and e-mail for regular member outreach, outbound sales, follow-ups, and proactive check-ins.
May handle escalated member issues and perform other duties as needed.

Skills

Customer service

Cross-selling

Communication

Sales experience

Education

High School diploma or GED

Bachelor’s in Business in lieu of experience

Tools

Banking software

Job description

Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.

Summary

The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. The Financial Services Representative will learn members’ personal financial goals and recommend tailored solutions to meet their needs.

Brief Description

Join Our Team

Summary

Education And/or Experience

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 can successfully obtain a notary commission in the state where you work within six months of starting in the role required
Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred

Job 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 (including deposits and withdrawals, loan payments, cashier’s checks, IRA) in compliance with regulations and guidelines
Provides recommendations and assists members with a wide array of financial solutions to satisfy their 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; maximize the effectiveness of these calls through appropriate planning and prioritization
May handle escalated member issues
Perform other duties as needed upon request by immediate supervisor

Benefits Of Joining The Teachers Team

We provide a competitive compensation and benefits package that includes, but is not limited to:

This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus.
Paid time off for vacation, personal days, and holidays
401(k) company contribution
Teachers pays 100% of Dental & Vision premium
Tuition reimbursement is offered to full-time employees
Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teacher

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.

To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers

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