Financial Services Representative - Patchogue
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.
Responsibilities
- Work closely with new and existing members to understand their financial needs and deepen relationships
- Process routine financial transactions for members efficiently and accurately (including deposits and 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 to satisfy their spending, savings, borrowing, and investing needs
- Educate members to bank more efficiently using the web, mobile, and ATM
- Provide financial education and services to members to help them fit banking into their everyday lives
- Proactively contact members to schedule appointments to discuss their personal financial goals
- Perform other duties as needed upon request by immediate supervisor
Education/Experience
- High School degree or GED required
- Minimum one year of general work experience, customer service, call center, sales or branch experience required
- Minimum of six months cash handling experience preferred
- Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required
- Bilingual Spanish required
Benefits
- Competitive compensation and benefits package
- Quarterly retail performance incentive program
- Annual discretionary bonus for employees in non-commission roles
- 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 $23.00 to $24.50 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.