Financial Services Representative - Islip

• Location 118 Wheeler Road,Central Islip, NY, 11722,United States
• Job Category Retail Banking
• Employee Type Regular Full Time
• Required Degree High school
• Manage Others No

The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. The Financial Services Representative will learn members’ personal financial goals and recommend tailored solutions to meet their needs.

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

• 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.

• Paid time off for vacation, personal days, and holidays.
• Fully funded pension plan.
• 401(k) company contribution.
• Tuition reimbursement 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.
• Quarterly retail performance incentive program eligible.
• Annual discretionary bonus for non‑commission roles.
• Teachers pays 100% of Dental & Vision premium.

The good faith range for this position is $23.00 to $24.50 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.