Financial Services Representative - Central Islip

Teachers Federal Credit Union is a leading credit union committed to guiding members towards building a strong financial foundation. The Financial Services Representative will build and strengthen member relationships, recommend tailored financial solutions, and educate members on efficient banking methods.

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

Skills

• High School degree or GED required
• Minimum one year of general work experience, customer service, call center, sales or branch experience required
• Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required
• Minimum of six months cash handling experience preferred

Benefits

• Paid time off for vacation, personal days, and holidays
• Fully-funded pension plan
• 401(k) company contribution
• Teachers pays 100% Premium Coverage for Vision & Dental Care
• Tuition reimbursement is 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
• Flexible hybrid schedule for eligible positions
• This position is eligible for our 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 premium
• Tuition reimbursement is 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 Teacher

Company Overview