Financial Services Representative II - Stony Brook
About the role
Join Our Team For 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.
The 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.
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
- 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 their financial goals
- Leverage 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 prioritization
- May handle escalated member issues
- Perform other duties as needed upon request by immediate supervisor
Requirements
- High School degree or GED required; Bachelor’s in Business in lieu of