Financial Services Representative - Stony Brook

Financial Services Representative - Stony Brook

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Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. We remain focused on being both a Best Place to Bank and a Best Place to Work, offering a wide range of meaningful career opportunities.

In a branch setting, the Financial Services Representative builds and strengthens member relationships while introducing members to efficient banking solutions across online channels, the mobile app, and ATMs.

The Financial Services Representative will learn members’ personal financial goals and recommend tailored solutions that meet their needs.

• High School degree or GED required.
• Minimum one year of general work experience in 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 and multitasking skills, computer proficiency 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.

• Competitive compensation and benefits package.
• 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 offered to full‑time employees.
• Exclusive employee discount of 0.96% APR on credit card loans and 1.00% APR on all other loans through Teachers.
• Flexible hybrid schedule for eligible positions.

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.

To learn more about Teachers and to view a full list of our job opportunities, please visit https://(Use the "Apply for this Job" box below)..

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