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Financial Services Representative

4 weeks ago

Central Islip, New York, United States Teachers Federal Credit Union Full time

At Teachers Federal Credit Union, we're committed to helping our members achieve their financial goals. As a Financial Services Representative, you'll play a key role in building and strengthening member relationships, introducing them to new and more efficient ways of banking online, through our mobile app, and at ATMs.

You'll learn about members' personal financial goals and recommend tailored solutions to meet their needs. With a focus on customer service, you'll work closely with new and existing members to understand their financial needs and deepen relationships.

Key responsibilities include:

  • Processing routine financial transactions for members efficiently and accurately
  • Providing recommendations and assisting members with a wide array of financial solutions
  • Educating members to bank more efficiently using our web, mobile app, and ATM
  • Providing financial education and services to help members fit banking into their everyday lives
  • Proactively contacting members to schedule appointments to discuss their personal financial goals

We offer a range of benefits, including paid time off, a fully-funded pension plan, and tuition reimbursement. If you're passionate about helping others achieve their financial goals, we encourage you to apply.