Financial Services Representative II - Oakdale

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

Benefits offered by this job

Paid time off

401(k) company contribution

Dental & Vision premium paid by the 
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Tuition reimbursement

Employee discount on loans

Job summary

Teachers Federal Credit Union in Oakdale, NY is seeking a Financial Services Representative II to strengthen member relationships and introduce members to online and mobile banking solutions. You will learn members' goals and recommend tailored financial options while handling transactions and assisting with notary duties and cross-selling, all within a compliant framework.

This role also supports offsite events and member outreach.

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 by state within six months of starting.
• Banking products, cross-selling, onboarding, and retail banking experience preferred.

Responsibilities

• Build and strengthen member relationships.
• Process routine and complex financial transactions accurately and in compliance.
• Provide tailored financial solutions to meet members' needs.
• Educate members to use online banking, mobile app, and ATMs.
• Participate in offsite membership development events to promote membership.
• Refer members to internal specialists to meet financial goals.
• Conduct outbound member outreach by phone and email, with proactive follow-ups.
• Handle escalated member issues as needed.
• Perform other duties as assigned.

Skills

Customer service

Sales experience

Cross-selling

Banking software familiarity

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; 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

• 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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