Financial Services Representative II - Port Jefferson

Teachers Federal Credit Union•Port Jefferson Station, NY

60d•$24 - $27

About The Position

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 II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, 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.

Requirements

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
All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.

Nice To Haves

Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred

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 (including deposits and 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 their 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

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 of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

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