Financial Services Specialist

Financial Services Specialist - Stony Brook Be among the first 25 applicants. 1 day ago. 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. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part‑time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary Accurately and efficiently performs all duties and functions at various branch locations as assigned. Assists the Manager and Assistant Manager in leading a group of banking professionals to achieve organizational goals for sales, service and operational excellence. Education And/or Experience A high school education or GED required Minimum of three years Branch operations experience required Banking products, cross‑selling, member onboarding, new account openings, retail banking, banking software Notary public preferred Must have reliable transportation and be able to travel between branch locations (up to 25%) as needed; current valid NYS driver’s license required. Job Responsibilities Build and strengthen member relationships at the assigned branch by greeting members in a courteous and professional manner, provide superior member service and respond to their questions accurately and efficiently Perform the duties of a Teller Operations Supervisor as assigned. Assign work, ensure cash, coin and ATM machines are maintained/proofed, and order cash and supplies for the branch Perform the duties of an Assistant Manager as assigned. Manage the work of platform staff, implement work schedules, open/close the branch, respond to alarms, inventory gift cards, official checks, debit cards and branch supplies, and advise the Manager of the need to reorder Perform the duties of a Financial Services Representative as assigned. Open membership accounts, IRAs, CDs, and assist members with their banking needs. Respond to member questions and resolve problems Assist members with completing consumer loan applications, collect required documentation, and obtain required signatures Cross-sell Teachers products and services Perform the duties of a Teller as assigned. Process deposits, withdrawals, loan payments, plan contributions and other transactions by verifying member identity/signatures, secure necessary approvals, and balance the Teller drawer Comply with Teachers policies, procedures, guidelines and applicable laws/regulations, ensure the security of the workstation including cash and negotiable items, and may assist other branch staff with daily balancing Perform other duties upon request from immediate supervisor Benefits Of Joining The Teachers Team Paid time off for vacation, personal days, and holidays Fully‑funded pension plan 401(k) company contribution Teachers pays 100% of Dental & Vision premium Tuition reimbursement is 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 The good faith range for this position is $23.80 - $28.60 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 Click here to view: California Privacy Notice #J-18808-Ljbffr