Financial Services Specialist

4 weeks ago

Stony Brook, United States Teachers Federal Credit Union Full time

**Join Our Team**

For 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.

**Summary**:
Accurately and efficiently performs all duties and functions at various branch locations as assigned. Assists the Manager and Assistant Manager in leading a group of banking professionals to achieve organizational goals for sales, service and operational excellence.

**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
- 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

**Education/Experience**:

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

**Benefits of Joining the Teachers Team**:
We provide a competitive compensation and benefits package that includes, but is not limited to:

- 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

Good Faith Salary Range for this position: $23.80 - $28.60 an hour.

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