Senior Financial Services Representative - Bay Shore

Teachers-Federal-Credit-Union; Town of Smithtown (NY); On-site; USD 35,000 - 42,000; Full time

Benefits offered by this job

Quarterly incentive

Annual discretionary bonus

Paid time off

401(k) contribution

Dental & Vision coverage

Tuition reimbursement

Job summary

Teachers Federal Credit Union in New York seeks a Senior Financial Services Representative to engage members and grow their membership both in person and virtually. You will manage a book of business across Consumer, Small Business, and Lending services to drive revenue.

Qualified candidates will have a high school diploma, 2+ years in a branch, and CRM/Salesforce proficiency; notary commission within four months is required. Travel to local branches may be needed.

Qualifications

• High School diploma or GED; Bachelor's in Business may substitute experience.
• Minimum two years of branch experience and customer service/sales experience.
• Commissioned notary or ability to obtain notary commission within four months.
• Proficient in CRM tools including Salesforce.

Responsibilities

• Engage consumer and small business members to understand current and future financial needs.
• Manage assigned members, meet in person or by phone to build relationships and tailor solutions.
• Lead risk management, ensure compliance with policies and regulatory requirements.
• Maximize branch profitability through sales skills, product knowledge, and partnerships.
• Collaborate with specialists to connect members to experts for specialized needs.
• Travel between branches within the local area to support assigned market.

Skills

Communication

Customer service

Sales

CRM

Salesforce

Notary

Relationship building

Problem solving

Team collaboration

Education

High School diploma

Bachelor's in Business (in lieu of experience)

Tools

Salesforce CRM

Job description

• Job Category Retail Banking
• Employee Type Regular Full Time
• Required Degree High school
• Manage Others No

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 Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role are centered on managing a book of business and supporting members with specialized needs which is inclusive of Consumer, Small Business and Lending services to help drive revenue for the Credit Union.

Education/Experience:

• High School degree or GED required; Bachelor's In Business in lieu of experience will be considered
• Minimum of two years 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 four months of starting in the role required
• Proficient in CRM tools including Salesforce required

Essential Skills & Certifications

• Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required
• Strong communication and interpersonal skills and the ability to build and maintain relationships
• Must understand customer relationship management (CRM)
• Strategic thinker and ability to analyze and solve problems quickly
• Ability to work well with others and lead a team
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role

Job Responsibilities

• Serve consumer and small business members by proactively engaging members to understand and help with their current and future financial needs
• Manage assigned members and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules and regulations.
• Maximize team profitability by working to enhance sales skills and product knowledge in the branch. Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors.
• Partner with specialists to connect members to experts who can help them with specialized financial needs
• Build new member relationships utilizing methods outlined in company playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends and data to make effective decisions
• Participate in campaigns, lead outbound calling efforts via internal referral and lead sources, cross-sell and make referrals when appropriate using the online tracking and CRM systems
• Ability to travel between branches in assigned local area and support assigned market.
• Perform other duties or accountabilities within the branch as assigned to support Small Business and Premier members.
• Participate in orientation and mentorship of new representatives as required
• May handle escalated member issues as required
• 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 Teacher

The good faith range for this position is $25.30 to $30.35 an hour. Eligible for quarterly incentive cash opportunity. 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.