Financial Services Representative II - Estero, FL

Teachers Federal Credit Union; Estero (FL); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Quarterly retail performance incentive

Annual discretionary bonus

Paid time off

401(k) company contribution

Dental & Vision premium covered

Tuition reimbursement for full-time

Loan interest discount

Job summary

Teachers Federal Credit Union in Florida is seeking a Financial Services Representative II to build and strengthen member relationships and introduce members to online, mobile, and ATM banking solutions, both in person and virtually.

Learn members’ financial goals and tailor solutions to meet their needs, while expanding relationships through effective outreach and referrals.

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 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

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

Skills

Customer service

Sales skills

Communication

Cross-selling

Education

HS diploma or GED

Bachelor's in Business in lieu of experience

Notary commission within 6 months

Tools

Banking software experience

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.

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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