Financial Services Representative II - Smithtown

About the role

Teachers Federal Credit Union, recognized by Forbes Magazine as one of America’s Best‑In‑State Credit Unions in 2025, is expanding nationwide and seeks a Financial Services Representative II to build and strengthen member relationships, introduce members to efficient online, mobile, and ATM banking, learn members’ personal financial goals, and recommend tailored solutions.

Responsibilities

• Works closely with new and existing members to understand their financial needs and deepen relationships
• Processes 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 guidelines
• Provides recommendations and assists members with a wide array of financial solutions to satisfy their spending, saving, borrowing, and investing needs
• Educates members to bank more efficiently using the web, mobile, and ATM
• Participates in offsite membership development activities such as events and visits to businesses to promote membership
• Uncovers members’ financial goals and introduces members to internal business specialists to help meet their financial goals
• Leverages phone and e‑mail to perform regular member outreach, including outbound sales, follow‑ups on pending recommendations and services, and proactive check‑ins; maximizes effectiveness through appropriate planning and prioritization
• May handle escalated member issues
• Performs other duties as needed upon request by immediate supervisor

Requirements

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

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

Benefits

• Competitive compensation and benefits package
• Eligible for 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 premium
• Tuition reimbursement 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

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.