Financial Services Specialist - Port Jefferson

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

• Build and strengthen member relationships at the assigned branch by greeting members in a courteous and professional manner, provide superior member service, and respond to their questions accurately and efficiently.
• Perform the duties of a Teller Operations Supervisor as assigned: assign work, ensure cash, coin, and ATM machines are maintained/proofed, and order cash and supplies for the branch.
• Perform the duties of an Assistant Manager as assigned: manage the work of platform staff, implement work schedules, open/close the branch, respond to alarms, inventory gift cards, official checks, debit cards, and branch supplies, and advise the Manager of the need to reorder.
• Perform the duties of a Financial Services Representative as assigned: open membership accounts, IRAs, CDs, and assist members with their banking needs; respond to member questions and resolve problems.
• Assist members with completing consumer loan applications, collect required documentation, and obtain required signatures.
• Cross-sell Teachers products and services.
• Perform the duties of a Teller as assigned: process deposits, withdrawals, loan payments, plan contributions, and other transactions by verifying member identity/signatures, secure necessary approvals, and balance the Teller drawer.
• Comply with Teachers policies, procedures, guidelines, and applicable laws/regulations; ensure the security of the workstation including cash and negotiable items, and may assist other branch staff with daily balancing.
• Perform other duties upon request from immediate supervisor.

Requirements

• A high school education or GED required.
• Minimum of three years Branch operations experience required.
• Experience with banking products, cross-selling, member onboarding, new account openings, retail banking, and banking software.
• Notary public preferred.
• Must have reliable transportation and be able to travel between branch locations (up to 25%) as needed; current valid NYS driver’s license required.

Benefits

• Eligible for our annual discretionary bonus program; some positions qualify for quarterly performance incentives.
• 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 a 1.00% APR on all other loans through Teachers.

Pay

The good faith range for this position is $25.30 - $30.35 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.