Financial Services Representative II - Holbrook

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 our reach, we remain focused on being both a Best Place to Bank and a Best Place to Work. This role builds and strengthens member relationships while introducing members to new, more efficient ways of banking online, via the mobile app, and at ATMs—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 for members quickly and accurately (including deposits, withdrawals, loan payments, cashier’s checks, and IRAs) in compliance with regulations and guidelines.
• Provide recommendations and assist 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 those goals.
• Leverage phone and email 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.
• 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 the state where you work within six months of starting the role required.
• Banking products, cross-selling, member onboarding, new account openings, retail banking, and banking software experience preferred.

Benefits

• Eligibility 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 holidays.
• 401(k) company contribution.
• Teachers pays 100% of Dental & Vision premiums.
• Tuition reimbursement offered to full-time employees.
• Exclusive employee discount of 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.