Financial Services Representative II - North Babylon

Teachers Federal Credit Union; North Babylon (NY); On-site; USD 33,062 - 36,506; Full time

Benefits offered by this job

Quarterly performance incentive

401(k) company contribution

Tuition reimbursement

Employee loan discounts

Job summary

Teachers Federal Credit Union in North Babylon is seeking a Financial Services Representative II to enhance member relationships and promote efficient banking solutions. You will work closely with members to understand their financial goals and recommend tailored solutions for deposits, loans, and more.

The ideal candidate will have experience in customer service or sales, and a High School degree or GED is required. Competitive benefits include paid time off, dental and vision coverage, and incentive programs.

Qualifications

• Minimum of one year branch experience required.
• Minimum of two years of general work experience, customer service, call center, or sales experience required.
• Commissioned notary or must obtain a notary commission within six months.

Responsibilities

• Build and strengthen member relationships and introduce efficient banking methods.
• Process financial transactions accurately.
• Educate members on financial solutions and banking efficiency.

Skills

Customer service skills

Sales experience

Banking software experience

Education

High School degree or GED

Bachelor's in Business

Job description

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 learns members’ personal financial goals and recommends 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 of one year branch experience required
• Minimum two years of general work experience, customer service, call center, or sales experience required
• Commissioned notary or must 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

• Work closely with new and existing members to understand their financial needs and deepen relationships
• Process 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
• Provide recommendations and assist 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 off‑site 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

• 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 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 Teachers

The good faith range for this position is $24.00 to $26.50 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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