Member Services Representative Correspondence

Teachers Federal Credit Union; Hauppauge (NY); On-site; USD 26,000 - 30,000; Full time

Benefits offered by this job

Bonus program

Paid time off

401(k) company contribution

Dental & Vision premium

Tuition reimbursement

Loan discounts

Job summary

Teachers Federal Credit Union is seeking a Member Services Representative Correspondence to sort mail, verify deposits, and handle account requests. The role uses Salesforce daily and requires strong communication skills and basic Microsoft Office proficiency.

Responsibilities include processing withdrawals, Medicaid requests, and account closures, while maintaining high accuracy and member service standards.

Qualifications

• High School Diploma or GED required.
• Minimum one year of general work experience required.
• Banking experience preferred.
• Proficient in MS Word and Excel required.
• Strong oral and written communication, multitasking, internet skills, and excellent telephone etiquette are required.

Responsibilities

• Sorts incoming interoffice mail and separates based on deposits, loan payments, bill payment checks.
• Delivers checks to headquarters branch for processing.
• Processes member requested account closeouts received via, Salesforce, mail or fax.
• Monitors SSA/SSI and AVS portals to verify member account balance information.
• Processes information requests for Medicaid eligibility.
• Retrieves account information, verifies signatures, and prepares reports for micrographics and share draft research.
• Gathers documents, copies, reviews, and processes before sending to external law firms, companies or members.
• Gathers statements, copies of receipts, deposit and withdrawal information and processes Verification of Deposits.
• Responds quickly and accurately to members, branch staff and other department staff.
• Identifies issues requiring follow-up and contacts members to obtain information.
• Educates members by advising them of additional Teachers products and services.
• Uses Salesforce to process cases, create partner referrals, and logs information from member phone conversations.
• Performs other duties as needed upon request by immediate supervisor.

Skills

MS Word

Excel

Communication skills

Multitasking

Telephone etiquette

Education

High School Diploma or GED

Banking experience preferred

Tools

Salesforce

Job description

Brief 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 Member Services Representative Correspondence is responsible for sorting and distributing mail. The Representative processes faxes, verifications of deposit, SSA/SSI and AVS research, Medicaid requests, and requests for account closures, transfers to internal accounts, and wires to external accounts.

Education And/or Experience

• High School Diploma or GED required
• Minimum one year of general work experience required
• Banking experience preferred
• Proficient in MS Word and Excel required
• Strong oral and written communication, multitasking, internet skills, and excellent telephone etiquette are required
• Knowledge of Teachers policies, practices and systems preferred
• Critical thinking and problem solving
• A team player and good collaborator
• Professional with a strong work ethic
• Good oral and written communication skills

Job Responsibilities

• Sorts incoming interoffice mail and separates based on deposits, loan payments, bill payment checks.
• Delivers checks to headquarters branch for processing
• Processes member requested account closeouts received via, Salesforce, mail or fax
• Monitors SSA/SSI and AVS portals to verify member account balance information
• Processes information requests for Medicaid eligibility
• Retrieves account information, verifies signatures, and prepares reports for micrographics and share draft research
• Gathers documents, copies, reviews, and processes before sending to external law firms, companies or members
• Gathers statements, copies of receipts, deposit and withdrawal information and processes Verification of Deposits
• Responds quickly and accurately to members, branch staff and other department staff
• Identifies issues requiring follow-up and contacts members to obtain information
• Educates members by advising them of additional Teachers products and services
• Uses Salesforce to process cases, create partner referrals, and logs information from member phone conversations
• Performs 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 annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives.
• 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 $19.00 - $22.00 per 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