Relationship Banker jobs at ESL Federal Credit Union - 21 jobs

It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort. The requirement is to always keep the members' best interests as the primary goal while ensuring to match FourLeaf products and services in ways to enrich the lives of our members and provide them with maximum value. This is a revenue producing role which has a variable pay component tied to goal attainment. This position is critical in the success of the branch to grow deposit and loan share within their market. MVPB's will be accountable for goals in accordance with the performance management process for this position. They will be responsible to make sound recommendations for products and services that benefits the members and to process financial transactions with accuracy and efficiency. Monday to Saturday availability required. Core Contributions * Sales * Proactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members. * Meet deposit unit and dollar sales goals. * Execute on defined proactive activities to assist in the growth of membership and balances with both loans and deposits. * Partner with assigned FourLeaf Financial Group Advisor to set appointments for members to assist them with the investment needs. * Work with Business Banking team to develop opportunities with prospects and members to expand and acquire new business relationships. * Actively uncover opportunities for auto, home equity, business and residential loans. * Cross sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking etc. * Be accountable for meeting monthly, quarterly and annual sales goals. * Operations * Effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures. This encompasses account openings and maintenance of consumer, business, and fiduciary accounts such as Estate, Trust, Guardianships, and IRA's, Notary if applicable among others. * Assesses and identifies the best possible lending product for members. Responsible for understanding product's features and benefits and submitting applications, completing disbursements, maintenance, and closings for all loan products including Home Equity Products. * Performs all financial transactions including teller transactions including processing Speed Deposit and Night Drop transactions, if applicable. * Make sound decisions that adhere to all policies, procedures, and regulatory banking requirements. Ex: making determinations for check holds while adhering to funds availability policy. * Identify red flags based on risk guidelines and refer escalations to supervisors when necessary. * Member Experience * Be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market. * Make sound recommendations for products and services that benefit the members. This includes referring members to business partners to further expand member relationships. * Provide exceptional member experiences by cultivating relationships, identifying member needs, analyzing/researching account/loan data and resolving issues. * Maintains high member satisfaction that aligns to FourLeaf's expectations including professionalism, accuracy, and timely follow up with members. * Ability to communicate with members to share knowledge and information such as marketing promotions and services provided by business partners. * Educating and assisting members with technology and self-service options to enhance the omnichannel experience that meets their banking needs. * Contribute to lobby management by welcoming members, checking in members waiting for platform services, and at times. * Compliance * Supports the branch by participating in opening/closing procedures, daily reports, audit tasks and dual control. * Maintain controls, reconciliations and reports as needed or required. This includes, but is not limited to verifying currency, balancing individual cash box/cash recyclers (TCR), daily reports, CTR's, SAR's. * Stays abreast and adheres to policies, procedures, and banking regulations. * Identifies emerging risks and fraud trends to minimize exposure to members and FourLeaf. * Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control. * Strategy * Participate in the overall success of the individual, branch, region, Retail Banking, and organizational goals by meeting or exceeding assigned performance goals and metrics. * Continually enhance sales conversations to obtain member relationships to drive deposits and loans. Assets You Will Bring * High School Diploma or GED. * 2+ years of demonstrated sales and service success. * NYS Notary Public License. * NMLS License. * PC, Windows, and Internet proficient. * Proven ability to meet sales goals, detail oriented, strong organizational skills, superior member service, excellent communication, and time management. The estimated salary for this role is $28.85 per hour plus commission. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.) What Sets Us Apart? In addition to our comprehensive benefits, we invest in employee connection and well-being through: * Competitive 401(k) * Tuition and fitness reimbursement programs * Flexible work options * Volunteer opportunities * Executive "Water Cooler Chats" * Clubs, sports, and social events * Food truck days ….and more! Who is FourLeaf? FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

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: The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role are centered on managing a book of business and supporting members with specialized needs which is inclusive of Consumer, Small Business and Lending services to help drive revenue for the Credit Union. Education/Experience: * High School degree or GED required; Bachelor's In Business in lieu of experience will be considered * Minimum two years of general work experience, customer service, call center, sales and a minimum of two years branch experience required * Commissioned notary or can successfully obtain a notary commission in the state where you work within four months of starting in the role required * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) required * Proficient in CRM tools including Salesforce required Essential Skills & Certifications * Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required * Strong communication and interpersonal skills and the ability to build and maintain relationships * Must understand customer relationship management (CRM) * Strategic thinker and ability to analyze and solve problems quickly * Ability to work well with others and lead a team * Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role Job Responsibilities: * Serve consumer and small business members by proactively engaging members to understand and help with their current and future financial needs * Manage assigned members and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations * Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules and regulations. * Maximize team profitability by working to enhance sales skills and product knowledge in the branch. Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors. * Partner with specialists to connect members to experts who can help them with specialized financial needs * Build new member relationships utilizing methods outlined in company playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends and data to make effective decisions * Participate in campaigns, lead outbound calling efforts via internal referral and lead sources, cross-sell and make referrals when appropriate using the online tracking and CRM systems * Ability to travel between branches in assigned local area and support assigned market. * Perform other duties or accountabilities within the branch as assigned to support Small Business and Premier members. * Participate in orientation and mentorship of new representatives as required * May handle escalated member issues as required * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher The good faith range for this position is $24.50 to $28.00 an hour. Eligible for quarterly incentive cash opportunity. 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 #LI-JM1

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: The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role are centered on managing a book of business and supporting members with specialized needs which is inclusive of Consumer, Small Business and Lending services to help drive revenue for the Credit Union. Education/Experience: * High School degree or GED required; Bachelor's In Business in lieu of experience will be considered * Minimum two years of general work experience, customer service, call center, sales and a minimum of two years branch experience required * Commissioned notary or can successfully obtain a notary commission in the state where you work within four months of starting in the role required * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) required * Proficient in CRM tools including Salesforce required Essential Skills & Certifications * Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required * Strong communication and interpersonal skills and the ability to build and maintain relationships * Must understand customer relationship management (CRM) * Strategic thinker and ability to analyze and solve problems quickly * Ability to work well with others and lead a team * Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role Job Responsibilities: * Serve consumer and small business members by proactively engaging members to understand and help with their current and future financial needs * Manage assigned members and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations * Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules and regulations. * Maximize team profitability by working to enhance sales skills and product knowledge in the branch. Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors. * Partner with specialists to connect members to experts who can help them with specialized financial needs * Build new member relationships utilizing methods outlined in company playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends and data to make effective decisions * Participate in campaigns, lead outbound calling efforts via internal referral and lead sources, cross-sell and make referrals when appropriate using the online tracking and CRM systems * Ability to travel between branches in assigned local area and support assigned market. * Perform other duties or accountabilities within the branch as assigned to support Small Business and Premier members. * Participate in orientation and mentorship of new representatives as required * May handle escalated member issues as required * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 $24.50 to $28.00 an hour. Eligible for quarterly incentive cash opportunity. 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 #LI-JM1

It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort. The requirement is to always keep the members' best interests as the primary goal while ensuring to match FourLeaf products and services in ways to enrich the lives of our members and provide them with maximum value. This is a revenue producing role which has a variable pay component tied to goal attainment. This position is critical in the success of the branch to grow deposit and loan share within their market. MVPB's will be accountable for goals in accordance with the performance management process for this position. They will be responsible to make sound recommendations for products and services that benefits the members and to process financial transactions with accuracy and efficiency. Monday to Saturday availability required. Core Contributions * Sales * Proactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members. * Meet deposit unit and dollar sales goals. * Execute on defined proactive activities to assist in the growth of membership and balances with both loans and deposits. * Partner with assigned FourLeaf Financial Group Advisor to set appointments for members to assist them with the investment needs. * Work with Business Banking team to develop opportunities with prospects and members to expand and acquire new business relationships. * Actively uncover opportunities for auto, home equity, business and residential loans. * Cross sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking etc. * Be accountable for meeting monthly, quarterly and annual sales goals. * Operations * Effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures. This encompasses account openings and maintenance of consumer, business, and fiduciary accounts such as Estate, Trust, Guardianships, and IRA's, Notary if applicable among others. * Assesses and identifies the best possible lending product for members. Responsible for understanding product's features and benefits and submitting applications, completing disbursements, maintenance, and closings for all loan products including Home Equity Products. * Performs all financial transactions including teller transactions including processing Speed Deposit and Night Drop transactions, if applicable. * Make sound decisions that adhere to all policies, procedures, and regulatory banking requirements. Ex: making determinations for check holds while adhering to funds availability policy. * Identify red flags based on risk guidelines and refer escalations to supervisors when necessary. * Member Experience * Be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market. * Make sound recommendations for products and services that benefit the members. This includes referring members to business partners to further expand member relationships. * Provide exceptional member experiences by cultivating relationships, identifying member needs, analyzing/researching account/loan data and resolving issues. * Maintains high member satisfaction that aligns to FourLeaf's expectations including professionalism, accuracy, and timely follow up with members. * Ability to communicate with members to share knowledge and information such as marketing promotions and services provided by business partners. * Educating and assisting members with technology and self-service options to enhance the omnichannel experience that meets their banking needs. * Contribute to lobby management by welcoming members, checking in members waiting for platform services, and at times. * Compliance * Supports the branch by participating in opening/closing procedures, daily reports, audit tasks and dual control. * Maintain controls, reconciliations and reports as needed or required. This includes, but is not limited to verifying currency, balancing individual cash box/cash recyclers (TCR), daily reports, CTR's, SAR's. * Stays abreast and adheres to policies, procedures, and banking regulations. * Identifies emerging risks and fraud trends to minimize exposure to members and FourLeaf. * Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control. * Strategy * Participate in the overall success of the individual, branch, region, Retail Banking, and organizational goals by meeting or exceeding assigned performance goals and metrics. * Continually enhance sales conversations to obtain member relationships to drive deposits and loans. Assets You Will Bring * High School Diploma or GED. * 2+ years of demonstrated sales and service success. * NYS Notary Public License. * NMLS License. * PC, Windows, and Internet proficient. * Proven ability to meet sales goals, detail oriented, strong organizational skills, superior member service, excellent communication, and time management. The estimated salary for this role is $28.85 per hour plus commission. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.) What Sets Us Apart? In addition to our comprehensive benefits, we invest in employee connection and well-being through: * Competitive 401(k) * Tuition and fitness reimbursement programs * Flexible work options * Volunteer opportunities * Executive "Water Cooler Chats" * Clubs, sports, and social events * Food truck days ….and more! Who is FourLeaf? FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

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: 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. Education/Experience: * 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 Job Responsibilities: * 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 Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher 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 ***************************************** Click here to view: California Privacy Notice #LI-JM1

It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort. The requirement is to always keep the members' best interests as the primary goal while ensuring to match FourLeaf products and services in ways to enrich the lives of our members and provide them with maximum value. This is a revenue producing role which has a variable pay component tied to goal attainment. This position is critical in the success of the branch to grow deposit and loan share within their market. MVPB's will be accountable for goals in accordance with the performance management process for this position. They will be responsible to make sound recommendations for products and services that benefits the members and to process financial transactions with accuracy and efficiency. Monday to Saturday availability required. Core Contributions * Sales * Proactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members. * Meet deposit unit and dollar sales goals. * Execute on defined proactive activities to assist in the growth of membership and balances with both loans and deposits. * Partner with assigned FourLeaf Financial Group Advisor to set appointments for members to assist them with the investment needs. * Work with Business Banking team to develop opportunities with prospects and members to expand and acquire new business relationships. * Actively uncover opportunities for auto, home equity, business and residential loans. * Cross sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking etc. * Be accountable for meeting monthly, quarterly and annual sales goals. * Operations * Effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures. This encompasses account openings and maintenance of consumer, business, and fiduciary accounts such as Estate, Trust, Guardianships, and IRA's, Notary if applicable among others. * Assesses and identifies the best possible lending product for members. Responsible for understanding product's features and benefits and submitting applications, completing disbursements, maintenance, and closings for all loan products including Home Equity Products. * Performs all financial transactions including teller transactions including processing Speed Deposit and Night Drop transactions, if applicable. * Make sound decisions that adhere to all policies, procedures, and regulatory banking requirements. Ex: making determinations for check holds while adhering to funds availability policy. * Identify red flags based on risk guidelines and refer escalations to supervisors when necessary. * Member Experience * Be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market. * Make sound recommendations for products and services that benefit the members. This includes referring members to business partners to further expand member relationships. * Provide exceptional member experiences by cultivating relationships, identifying member needs, analyzing/researching account/loan data and resolving issues. * Maintains high member satisfaction that aligns to FourLeaf's expectations including professionalism, accuracy, and timely follow up with members. * Ability to communicate with members to share knowledge and information such as marketing promotions and services provided by business partners. * Educating and assisting members with technology and self-service options to enhance the omnichannel experience that meets their banking needs. * Contribute to lobby management by welcoming members, checking in members waiting for platform services, and at times. * Compliance * Supports the branch by participating in opening/closing procedures, daily reports, audit tasks and dual control. * Maintain controls, reconciliations and reports as needed or required. This includes, but is not limited to verifying currency, balancing individual cash box/cash recyclers (TCR), daily reports, CTR's, SAR's. * Stays abreast and adheres to policies, procedures, and banking regulations. * Identifies emerging risks and fraud trends to minimize exposure to members and FourLeaf. * Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control. * Strategy * Participate in the overall success of the individual, branch, region, Retail Banking, and organizational goals by meeting or exceeding assigned performance goals and metrics. * Continually enhance sales conversations to obtain member relationships to drive deposits and loans. Assets You Will Bring * High School Diploma or GED. * 2+ years of demonstrated sales and service success. * NYS Notary Public License. * NMLS License. * PC, Windows, and Internet proficient. * Proven ability to meet sales goals, detail oriented, strong organizational skills, superior member service, excellent communication, and time management. The estimated salary for this role is $28.85 per hour plus commission. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.) What Sets Us Apart? In addition to our comprehensive benefits, we invest in employee connection and well-being through: * Competitive 401(k) * Tuition and fitness reimbursement programs * Flexible work options * Volunteer opportunities * Executive "Water Cooler Chats" * Clubs, sports, and social events * Food truck days ….and more! Who is FourLeaf? FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

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: 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. Education/Experience: * 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 Job Responsibilities: * 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 Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * 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 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 * Flexible hybrid schedule for eligible positions * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher 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 ***************************************** Click here to view: California Privacy Notice #LI-JM1

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: The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role are centered on managing a book of business and supporting members with specialized needs which is inclusive of Consumer, Small Business and Lending services to help drive revenue for the Credit Union. Education/Experience: * High School degree or GED required; Bachelor's In Business in lieu of experience will be considered * Minimum two years of general work experience, customer service, call center, sales and a minimum of two years branch experience required * Commissioned notary or can successfully obtain a notary commission in the state where you work within four months of starting in the role required * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) required * Proficient in CRM tools including Salesforce required Essential Skills & Certifications * Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required * Strong communication and interpersonal skills and the ability to build and maintain relationships * Must understand customer relationship management (CRM) * Strategic thinker and ability to analyze and solve problems quickly * Ability to work well with others and lead a team * Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role Job Responsibilities: * Serve consumer and small business members by proactively engaging members to understand and help with their current and future financial needs * Manage assigned members and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations * Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules and regulations. * Maximize team profitability by working to enhance sales skills and product knowledge in the branch. Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors. * Partner with specialists to connect members to experts who can help them with specialized financial needs * Build new member relationships utilizing methods outlined in company playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends and data to make effective decisions * Participate in campaigns, lead outbound calling efforts via internal referral and lead sources, cross-sell and make referrals when appropriate using the online tracking and CRM systems * Ability to travel between branches in assigned local area and support assigned market. * Perform other duties or accountabilities within the branch as assigned to support Small Business and Premier members. * Participate in orientation and mentorship of new representatives as required * May handle escalated member issues as required * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher * The good faith range for this position is $25.30 to $30.35 an hour. Eligible for quarterly incentive cash opportunity. 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 #LI-JM1

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 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: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 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 #LI-JM1

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 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: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 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 #LI-JM1

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: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. The Financial Services Representative will learn members' personal financial goals and recommend tailored solutions to meet their needs. Education and/or Experience: * High School degree or GED required; Bachelor's in Business in lieu of experience will be considered * Minimum two years of general work experience, customer service, call center, sales and a minimum of one year branch experience required * Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required * Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred Job Responsibilities: * Works closely with new and existing members to understand their financial needs and deepen relationships * Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines * Provides recommendations and assists members with a wide array of financial solutions to satisfy their spending, saving, borrowing, and investing needs * Educate members to bank more efficiently using the web, mobile, and ATM * Participate in offsite membership development activities such as events and visits to businesses to promote membership * Uncover members' financial goals and introduce members to internal business specialists to help meet their financial goals * Leverage phone and e-mail to perform regular member outreach, including outbound sales, follow-ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization * May handle escalated member issues * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * 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 * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher The good faith range for this position is $24.00 to $26.50 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 ***************************************** Click here to view: California Privacy Notice #LI-JM1

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 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: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 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 #LI-JM1

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: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. The Financial Services Representative will learn members' personal financial goals and recommend tailored solutions to meet their needs. Education and/or Experience: * High School degree or GED required; Bachelor's in Business in lieu of experience will be considered * Minimum two years of general work experience, customer service, call center, sales and a minimum of one year branch experience required * Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required * Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred Job Responsibilities: * Works closely with new and existing members to understand their financial needs and deepen relationships * Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines * Provides recommendations and assists members with a wide array of financial solutions to satisfy their spending, saving, borrowing, and investing needs * Educate members to bank more efficiently using the web, mobile, and ATM * Participate in offsite membership development activities such as events and visits to businesses to promote membership * Uncover members' financial goals and introduce members to internal business specialists to help meet their financial goals * Leverage phone and e-mail to perform regular member outreach, including outbound sales, follow-ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization * May handle escalated member issues * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher The good faith range for this position is $24.00 to $26.50 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 ***************************************** Click here to view: California Privacy Notice #LI-JM1

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: 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. Education/Experience: * 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 Job Responsibilities: * 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 Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher 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 ***************************************** Click here to view: California Privacy Notice #LI-JM1

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: 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. Education/Experience: * 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 Job Responsibilities: * 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 Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher 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 ***************************************** Click here to view: California Privacy Notice #LI-JM1

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: 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. Education/Experience: * 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 Job Responsibilities: * 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 Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher * * 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 ***************************************** Click here to view: California Privacy Notice #LI-PC1

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: 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. Education/Experience: * 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 Job Responsibilities: * 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 Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher * 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 ***************************************** Click here to view: California Privacy Notice #LI-JM1

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: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. The Financial Services Representative will learn members' personal financial goals and recommend tailored solutions to meet their needs. Education and/or Experience: * High School degree or GED required; Bachelor's in Business in lieu of experience will be considered * Minimum two years of general work experience, customer service, call center, sales and a minimum of one year branch experience required * Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required * Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred Job Responsibilities: * Works closely with new and existing members to understand their financial needs and deepen relationships * Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines * Provides recommendations and assists members with a wide array of financial solutions to satisfy their spending, saving, borrowing, and investing needs * Educate members to bank more efficiently using the web, mobile, and ATM * Participate in offsite membership development activities such as events and visits to businesses to promote membership * Uncover members' financial goals and introduce members to internal business specialists to help meet their financial goals * Leverage phone and e-mail to perform regular member outreach, including outbound sales, follow-ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization * May handle escalated member issues * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher The good faith range for this position is $24.00 to $26.50 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 ***************************************** Click here to view: California Privacy Notice #LI-JM1

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: 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. Education/Experience: * 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 Job Responsibilities: * 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 Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 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 Teacher * * 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 ***************************************** Click here to view: California Privacy Notice #LI-MC1