Financial Services Representative II - Hauppauge

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 committed to guiding members toward building a strong financial foundation and offer meaningful career opportunities across a wide range of roles. This position focuses on building and strengthening member relationships while introducing efficient banking solutions both in person and virtually.

Responsibilities

• Work closely with new and existing members to understand their financial needs and deepen relationships.
• Process routine and complex financial transactions (deposits, withdrawals, loan payments, cashier’s checks, IRA) accurately and in compliance with regulations.
• Provide recommendations and assist members with financial solutions for spending, saving, borrowing, and investing.
• Educate members on efficient banking using web, mobile, and ATM platforms.
• Participate in offsite membership development activities, such as events and business visits, to promote membership.
• Uncover members’ financial goals and connect them with internal business specialists.
• Leverage phone and email for regular member outreach, including outbound sales, follow-ups, 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 substitute for experience.
• Minimum one year of branch experience required.
• Minimum two years of general work experience in customer service, call center, or sales.
• Commissioned notary or ability to obtain a notary commission within six months of hire.
• Experience with banking products, cross-selling, member onboarding, new account openings, retail banking, or banking software preferred.

Benefits

• Competitive compensation and benefits package.
• Eligibility for a quarterly retail performance incentive program.
• Annual discretionary bonus for non-commission roles.
• 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, based on employee qualifications and operational needs. Salary may vary above or below this range as permitted by applicable law.

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