Financial Services Representative - Patchogue

Teachers Federal Credit Union; Village of Patchogue (NY); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

401(k) company contribution

Dental & Vision premium coverage

Tuition reimbursement

Paid time off

Discretionary annual bonus

Job summary

Teachers Federal Credit Union in Patchogue, NY is hiring a Financial Services Representative to strengthen member relationships and introduce members to online and mobile banking tools. The role focuses on understanding personal financial goals and recommending tailored solutions.

Ideal candidates will have a high school diploma, at least one year in customer service, and bilingual Spanish; cash handling experience is preferred.

Qualifications

• High School degree or GED required
• Minimum one year of general work experience, customer service, call center, sales or branch experience required.
• Minimum of six months cash handling experience preferred
• Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required
• Bilingual Spanish required

Responsibilities

• Work closely with new and existing members to understand their financial needs and deepen relationships
• Process routine financial transactions for members efficiently 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, savings, borrowing, and investing needs
• Educate members to bank more efficiently using the web, mobile, and ATM
• Provide financial education and services to members to help them fit banking into their everyday lives
• Proactively contact members to schedule appointments to discuss their personal financial goals
• Perform other duties as needed upon request by immediate supervisor

Skills

Bilingual Spanish

Strong communication

Customer service

Sales experience

Multitasking

Education

High School degree or GED

Tools

Cash handling

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

Education & Experience

• High School degree or GED required
• Minimum one year of general work experience, customer service, call center, sales or branch experience required.
• Minimum of six months cash handling experience preferred
• Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required
• Bilingual Spanish required

Job Responsibilities

• Work closely with new and existing members to understand their financial needs and deepen relationships
• Process routine financial transactions for members efficiently 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, savings, borrowing, and investing needs
• Educate members to bank more efficiently using the web, mobile, and ATM
• Provide financial education and services to members to help them fit banking into their everyday lives
• Proactively contact members to schedule appointments to discuss their personal financial goals
• 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 Teachers

The good faith range for this position is $23.00 to $24.50 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

Click here to view: California Privacy Notice