Personal Banking Specialist

3 days ago


Hauppauge, New York, United States Teachers Federal Credit Union Full time
About the Role

We are seeking a highly skilled and motivated Senior Financial Services Representative to join our team at Teachers Federal Credit Union. As a Senior Financial Services Representative, you will be responsible for engaging members and expanding their membership in person and virtually.

Main Responsibilities:
  • Proactively engage 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.
  • Work closely with specialists to connect members to experts who can help them with specialized financial needs.
Benefits and Compensation:
  • An estimated salary range of $26.50 to $29.00 per hour, eligible for quarterly incentive cash opportunity.
  • A comprehensive benefits package that includes paid time off, fully-funded pension plan, 401(k) company contribution, and tuition reimbursement.

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