Teachers Federal Credit Union
Financial Services Representative II - Farmingville
Teachers Federal Credit Union, Farmingville, New York, United States, 11738
Overview
Financial Services Representative II - Farmingville
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Teachers Federal Credit Union Join to apply for the Financial Services Representative II role. Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Forbes Magazine named Teachers one of America’s Best-In-State Credit Unions in 2025. Teachers offers a wide range of meaningful career opportunities across part-time to executive roles. Summary
The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, via 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 two years of general work experience, customer service, call center, sales and a minimum of one year branch 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 (deposits, 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 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
Competitive compensation and benefits package Paid time off for vacation, personal days, and holidays Fully-funded pension plan 401(k) company contribution Teachers pays 100% of Dental & Vision premium Tuition reimbursement is offered to full-time employees Exclusive employee discount on loan APRs through Teachers The good faith hourly salary range for this position is $24.00 to $26.50. The salary may vary above or 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 job opportunities, please visit https://www.teachersfcu.org/about/careers Click here to view: California Privacy Notice Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Banking
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Financial Services Representative II - Farmingville
at
Teachers Federal Credit Union Join to apply for the Financial Services Representative II role. Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Forbes Magazine named Teachers one of America’s Best-In-State Credit Unions in 2025. Teachers offers a wide range of meaningful career opportunities across part-time to executive roles. Summary
The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, via 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 two years of general work experience, customer service, call center, sales and a minimum of one year branch 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 (deposits, 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 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
Competitive compensation and benefits package Paid time off for vacation, personal days, and holidays Fully-funded pension plan 401(k) company contribution Teachers pays 100% of Dental & Vision premium Tuition reimbursement is offered to full-time employees Exclusive employee discount on loan APRs through Teachers The good faith hourly salary range for this position is $24.00 to $26.50. The salary may vary above or 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 job opportunities, please visit https://www.teachersfcu.org/about/careers Click here to view: California Privacy Notice Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Banking
#J-18808-Ljbffr