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Bilingual

Mass Affluent Relationship Advisor

Job in Hauppauge, Suffolk County, New York, 11788, USA
Listing for: Teachers Federal Credit Union
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
    Bilingual
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading credit union in Hauppauge is seeking a Premier Financial Representative to engage mass affluent members and manage a book of business while supporting local branches. You will conduct financial reviews, address member inquiries, and promote financial solutions. Ideal candidates will hold an Associate degree or have significant experience in customer service or finance.

This role offers competitive compensation along with a range of benefits including bonuses, paid time off, and a 401(k) contribution.
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