Financial Services Representative II - Holbrook

Teachers Federal Credit Union; Town of Islip (NY); On-site; USD 33,000 - 37,000; Full time

Benefits offered by this job

Quarterly incentive program

Annual bonus

Paid time off

401(k)

Dental & Vision covered

Tuition reimbursement

Loan discounts

Job summary

Teachers Federal Credit Union in New York is seeking a Financial Services Representative II to build and strengthen member relationships, guiding members to digital banking options, online, mobile, and ATMs, both in person and virtually.

The role focuses on learning members' personal financial goals and recommending tailored solutions to meet their needs, with emphasis on accuracy and compliant processing of transactions.

Qualifications

• High School diploma or GED required; Bachelor's in Business in lieu of experience considered.
• Minimum one year branch experience required.
• Minimum two years of general work experience in customer service, call center, or sales.
• Notary commission or ability to obtain one within six months.
• Experience with banking products and cross-selling preferred.

Responsibilities

• Build and strengthen member relationships through personalized service.
• Process routine and complex financial transactions accurately and compliantly.
• Offer tailored financial solutions to meet spending, saving, borrowing, and investing goals.
• Educate members on online, mobile, and ATM banking.
• Participate in offsite membership development events to promote membership.
• Identify members' financial goals and connect them with internal specialists.
• Conduct outbound outreach via phone and email to inform and upsell services.
• Handle escalated member issues as needed.

Skills

Customer service

Sales

Communication

Teamwork

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.

Education And/or Experience

• High School degree or GED required; Bachelors 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
• Educates members to bank more efficiently using the web, mobile, and ATM
• Participates in offsite membership development activities such as events and visits to businesses to promote membership
• Uncovers members' financial goals and introduces members to internal business specialists to help meet their financial goals
• Leverages phone and e-mail to perform regular member outreach, including outbound sales, follow-ups on pending recommendations and services, and proactive check-ins; maximizes the effectiveness of these calls through appropriate planning and prioritization
• May handle escalated member issues
• Performs other duties as needed upon request by immediate supervisor

Benefits Of Joining The Teachers Team

• 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

The good faith range for this position is $24.00 to $27.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

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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