Finance Service Representative jobs at Teachers Federal Credit Union - 27 jobs

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 a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.

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 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: * 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 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 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: 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-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 Premier Financial Representative is focused on engaging mass affluent members and expanding their membership with Teachers. The key functions of the role are managing a book of business and supporting local branches with Premier services to help drive revenue for the credit union. Education and/or Experience: * Associate degree required or a minimum of four years of related experience * Minimum three years of general work experience, customer service, call center, sales, branch banking or finance industry experience required Essential Skills: * Strong written, oral and interpersonal skills required * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) * Proficient in CRM tools including Salesforce preferred Travel: Less than 20% of time will be spent traveling locally to branch locations, member meetings, internal meetings/trainings and high profile events. Job Responsibilities: * Build, manage and grow a book of business consisting of mass affluent members * Conduct comprehensive financial review sessions with mass affluent members to uncover their unique needs, recommend solutions and log results using a CRM tool * Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs * Regularly connect and build relationships with assigned branches and teammates * Generate deposit balance growth and utilize proper exception procedures to retain balances and escalate large balance fluctuations as needed * Resolve inquiries and service requests, open and service accounts within authorized limits and create activity plans and follow up on scheduled contacts * Represent the credit union in a brand ambassador capacity at various high-profile business development and internal events * Fulfill product and service needs in the branch network and make appropriate introductions to partners for products in other lines of business. * Maintain operational excellence when conducting transactions for mass affluent members * Monitor competition for best practices on mass affluent offerings and use findings to help ensure Teachers is the Best Place to Bank * Pilot initiatives that align with organizational goals in preparation for CU wide rollouts * 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 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 $28.50- $34.15 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-KM

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: * Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. * Excellence: We strive to provide our members with the best possible service. * Teamwork: We believe that we can achieve more together than we can alone. * Respect: We treat each other with dignity and respect. * Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES * Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. * Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager * Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures * Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations * Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union * Engage in conversations with business members about available commercial loan products and their structures * Identify lending opportunities through discussions with business members while opening accounts. * Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. * Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. * Recommend improvements to workflows, efficiency, and quality of service. * Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources * Submit thorough referrals to the Commercial Loan Department * Understand the documentation required for initiating a commercial loan application * Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources * Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality * Meet or exceed established performance goals * Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. * Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures * Performing account and loan intake and funding * Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads * Effectively perform Lobby Engagement and First Impression Opening daily * Ability to open and close the branch as assigned by branch management Requirements EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: * Critical thinker with the ability to creatively solve problems and develop business plans. * Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. * Effective communication with team members and peers to foster a supportive and collaborative network. * Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. * Needs-based selling with exception product knowledge. * Microsoft Office Software. Salary Description $20-$23 per hour (depending on experience)

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: * 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