Senior Financial Services Representative - Bay Shore

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. This role focuses on engaging members and expanding their membership both in person and virtually, managing a book of business, and supporting members with specialized needs in Consumer, Small Business, and Lending services to drive revenue.

Responsibilities

• Serve consumer and small business members by proactively engaging them to understand and address their current and future financial needs.
• Manage assigned members and proactively meet with them—in person and over the phone—to build lasting relationships, discover financial needs, and tailor product and service recommendations.
• Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures, and controls, and ensure compliance with applicable laws, rules, and regulations.
• Maximize team profitability by enhancing sales skills and product knowledge in the branch. Participate in community and outside organizations to develop strategic partnerships and analyze competitors.
• Partner with specialists to connect members to experts for specialized financial needs.
• Build new member relationships using company playbooks; responsible for relationship review, problem resolution, presentation of solutions, and interpretation of data to make effective decisions.
• Participate in campaigns, lead outbound calling efforts via internal referrals and lead sources, cross-sell, and make referrals using online tracking and CRM systems.
• Travel between branches in the assigned local area and support the assigned market.
• Perform other duties within the branch to support Small Business and Premier members.
• Participate in the orientation and mentorship of new representatives as required.
• Handle escalated member issues as needed.
• Perform other duties as requested by an immediate supervisor.

Requirements

• High School degree or GED required; Bachelor’s in Business may be considered in lieu of experience.
• Minimum of two years of branch experience required.
• Minimum two years of general work experience in customer service, call center, or sales.
• Commissioned notary or ability to obtain a notary commission in the state of employment within four months of starting the role.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
• Proficient in CRM tools, including Salesforce.

Skills

• Strong communication, interpersonal, customer service, sales, mathematical, problem-solving, multitasking, and computer skills.
• Ability to build and maintain relationships.
• Understanding of customer relationship management (CRM).
• Strategic thinker with the ability to analyze and solve problems quickly.
• Ability to work well with others and lead a team.

Benefits

• Eligible for quarterly retail performance incentive program; 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 for 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 $25.30 to $30.35 an hour, with eligibility for quarterly incentive cash opportunities. This range is an estimate based on potential employee qualifications and operational needs.

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