Financial Services Representative II - Center Moriches

About the role

Join our team at Teachers Federal Credit Union, recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025. We are one of the nation’s leading credit unions, committed to guiding members toward building a strong financial foundation. As we expand, we remain focused on being both a Best Place to Bank and a Best Place to Work, offering meaningful career opportunities from part-time roles to executive leadership positions.

The Financial Services Representative II builds and strengthens member relationships, introducing members to efficient banking methods via online, mobile app, and ATMs—both in person and virtually. You will learn members’ personal financial goals and recommend tailored solutions to meet their needs.

Responsibilities

• Work closely with new and existing members to understand their financial needs and deepen relationships.
• Process routine and complex financial transactions for members quickly and accurately (including deposits, 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 for spending, saving, borrowing, and investing.
• Educate members on efficient banking using the web, mobile, and ATMs.
• Participate in offsite membership development activities, such as events and business visits, to promote membership.
• Uncover members’ financial goals and introduce them to internal business specialists to help meet those goals.
• Leverage phone and email for regular member outreach, including outbound sales, follow-ups on pending recommendations, and proactive check-ins.
• Handle escalated member issues as needed.
• Perform other duties as requested by your immediate supervisor.

Requirements

• High School degree or GED required; Bachelor’s in Business may be considered in lieu of experience.
• Minimum one year of branch experience required.
• Minimum two years of general work experience, customer service, call center, or sales experience required.
• Commissioned notary or ability to obtain a notary commission in your state within six months of starting the role.
• Experience with banking products, cross-selling, member onboarding, new account openings, retail banking, or banking software preferred.

Benefits

• Eligibility for our quarterly retail performance incentive program; non-commission roles may also receive an annual discretionary bonus.
• Paid time off for vacation, personal days, and holidays.
• 401(k) company contribution.
• Teachers pays 100% of Dental & Vision premiums.
• Tuition reimbursement for full-time employees.
• Exclusive employee discount: 0.96% APR on credit card loans and 1.00% APR on all other loans through Teachers.

Pay

The good faith range for this position is $24.00 to $27.00 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.