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Senior Financial Services Representative - Commack

Teachers Federal Credit Union · Commack, NY · 1 mo ago
Sales$25.3–$30.35/hrFull-time

Brief Description

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.

Summary

The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually. The key functions are centered on managing a book of business and supporting members with specialized needs, including Consumer, Small Business, and Lending services to help drive revenue for the Credit Union.

Education & Experience

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

Essential Skills & Certifications

  • Strong communication, interpersonal, customer service, sales, mathematical, problem‑solving, multitasking and computer skills, and attention to detail.
  • Ability to build and maintain relationships.
  • Understanding of customer relationship management (CRM).
  • Strategic thinker with ability to analyze and solve problems quickly.
  • Ability to work well with others and lead a team.
  • Commissioned notary or ability to obtain a notary commission within four months of start date.

Job Responsibilities

  • Serve consumer and small business members by proactively engaging them to understand and help with 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.
  • Lead in managing risk; understand and manage risks in the business, adhere to policies, procedures & 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 outside organizations and the community to develop strategic partnerships and alliances; analyze current and future competitors.
  • Partner with specialists to connect members to experts for specialized financial needs.
  • Build new member relationships using company playbooks; conduct relationship reviews, problem resolution, present solutions, and interpret numbers, trends and data to make effective decisions.
  • Participate in campaigns, lead outbound calling efforts via internal referral and lead sources, cross‑sell and make referrals using online tracking and CRM systems.
  • Travel between branches in the assigned local area to support the assigned market.
  • Perform other duties or accountabilities within the branch as assigned to support Small Business and Premier members.
  • Participate in orientation and mentorship of new representatives as required.
  • Handle escalated member issues as required.
  • Perform other duties as needed upon request by immediate supervisor.

Benefits

  • Competitive compensation and benefits package.
  • Eligibility for quarterly retail performance incentive program; non‑commission roles may 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 for full‑time employees.
  • Exclusive employee discount of 0.96% APR on credit card loans and 1.00% APR on all other loans.

Pay

The good faith range for this position is $25.30 to $30.35 an hour, eligible for quarterly incentive cash opportunity. Salary may vary above or below the stated amounts as permitted by applicable law.

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

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