Premier Financial Representative - Hauppauge

Teachers Federal Credit Union•Hauppauge, NY

49d•$26 - $31

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 Premier Financial Representative is focused on engaging mass affluent members and expanding their membership with Teachers. The key functions of the role are managing a book of business and supporting local branches with Premier services to help drive revenue for the credit union.

Requirements

Associate degree required or a minimum of four years of related experience
Minimum three years of general work experience, customer service, call center, sales, branch banking or finance industry experience required
Strong written, oral and interpersonal skills required
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.)

Nice To Haves

Proficient in CRM tools including Salesforce preferred

Responsibilities

Build, manage and grow a book of business consisting of mass affluent members
Conduct comprehensive financial review sessions with mass affluent members to uncover their unique needs, recommend solutions and log results using a CRM tool
Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs
Regularly connect and build relationships with assigned branches and teammates
Generate deposit balance growth and utilize proper exception procedures to retain balances and escalate large balance fluctuations as needed
Resolve inquiries and service requests, open and service accounts within authorized limits and create activity plans and follow up on scheduled contacts
Represent the credit union in a brand ambassador capacity at various high-profile business development and internal events
Fulfill product and service needs in the branch network and make appropriate introductions to partners for products in other lines of business.
Maintain operational excellence when conducting transactions for mass affluent members
Monitor competition for best practices on mass affluent offerings and use findings to help ensure Teachers is the Best Place to Bank
Pilot initiatives that align with organizational goals in preparation for CU wide rollouts
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

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume