Teachers Federal Credit Union
Financial Services Representative - Holbrook
Teachers Federal Credit Union, West Islip, New York, United States
Financial Services Representative – Overview
Teachers Federal Credit Union, a leading credit union recognized by Forbes as one of America’s Best-In-State Credit Unions in 2025, offers a wide range of career opportunities. Join our team and help members build a stronger financial future. 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 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 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
Paid time off for vacation, personal days, and holidays. Fully-funded pension plan. 401(k) company contribution. Teachers pays 100% premium coverage for vision & dental care. Tuition reimbursement 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. Flexible hybrid schedule for eligible positions. Compensation
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. Salary may vary above and below the stated amounts, as permitted by applicable law. Application Requirements
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.
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Teachers Federal Credit Union, a leading credit union recognized by Forbes as one of America’s Best-In-State Credit Unions in 2025, offers a wide range of career opportunities. Join our team and help members build a stronger financial future. 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 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 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
Paid time off for vacation, personal days, and holidays. Fully-funded pension plan. 401(k) company contribution. Teachers pays 100% premium coverage for vision & dental care. Tuition reimbursement 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. Flexible hybrid schedule for eligible positions. Compensation
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. Salary may vary above and below the stated amounts, as permitted by applicable law. Application Requirements
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.
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