Financial Services Representative - Port Jefferson

Teachers-Federal-Credit-Union; Terryville (NY); On-site; USD 32,000 - 33,000; Full time

Benefits offered by this job

Bonus program

Paid time off

401(k) match

Dental & Vision paid

Tuition reimbursement

Loan discounts

Job summary

Teachers Federal Credit Union in Port Jefferson Station, NY, is seeking a Financial Services Representative to help members with deposits, withdrawals, loans and digital banking adoption. You will build relationships, understand needs, and guide members to tailored financial solutions while delivering friendly service.

Requirements include a High School diploma or GED, and at least one year in customer service or similar roles; cash handling experience preferred.

Qualifications

• High School degree or GED required.
• Minimum one year of general work experience, customer service, call center, sales or branch experience.
• 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.

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 membersto 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

Communication skills

Interpersonal skills

Customer service

Sales ability

Mathematical skills

Problem solving

Multitasking

Attention to detail

Computer skills

Education

High School degree or GED

Job description

• Location 5145 Nesconset Highway,Port Jefferson Station, NY, 11776,United States
• Job Category Retail Banking
• Employee Type Regular Full Time
• Required Degree High school
• Manage Others No

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

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 membersto 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