Financial Services Representative II - South Setauket

Brief DescriptionJoin Our TeamFor 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. SummaryThe 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.Education And/or ExperienceHigh School degree or GED required; Bachelor’s in Business in lieu of experience will be consideredMinimum two years of general work experience, customer service, call center, sales and a minimum of one year branch experience requiredCommissioned 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 preferredJob ResponsibilitiesWorks closely with new and existing members to understand their financial needs and deepen relationshipsProcesses 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 guidelinesProvides recommendations and assists members with a wide array of financial solutions to satisfy their spending, saving, borrowing, and investing needsEducate members to bank more efficiently using the web, mobile, and ATMParticipate 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 goalsLeverage 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 prioritizationMay handle escalated member issues Perform other duties as needed upon request by immediate supervisorBenefits Of Joining The Teachers TeamWe 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 holidays401(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 TeacherThe good faith range for this position is $24.00 to $26.50 an hour. 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.To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careersClick here to view: California Privacy Notice