Senior Financial Services Representative - Tampa
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.
About the role
The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role 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.
Requirements
- 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, customer service, call center, or sales experience required
- Commissioned notary or ability to successfully obtain a notary commission in the state where you work within four months of starting in the role required
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) required
- Proficient in CRM tools including Salesforce required
Responsibilities
- Serve consumer and small business members by proactively engaging members 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
- Serve as a leader 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 working to enhance 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 who can help them with specialized financial needs
- Build new member relationships utilizing methods outlined in company playbooks; responsible for relationship review, problem resolution, presentation of solutions, and interpretation of 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 when appropriate using the online tracking and CRM systems
- Ability to travel between branches in assigned local area and support 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
- May handle escalated member issues as required
- Perform other duties as needed upon request by immediate supervisor
Skills
- Strong communication, interpersonal, customer service, sales, mathematical, problem-solving, multitasking, and computer skills, with attention to detail
- 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
- Employees in 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 a 1.00% APR on all other loans through Teachers
All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.