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Teachers Federal Credit Union · 7 hours ago

Financial Services Specialist - Stony Brook

Stony Brook, NY

Full-time

Onsite

Mid Level

$23.80/hr - $28.60/hr

3+ years exp

Teachers Federal Credit Union is one of the nation’s leading credit unions, committed to guiding members toward a strong financial foundation. The Financial Services Specialist will perform various duties at branch locations, assist management in leading banking professionals, and ensure operational excellence while providing superior member service.

BankingFinance

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