Financial Services Representative - Lake Mary
2 days ago
Job description
Brief DescriptionJoin 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.
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
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
Similar jobs
We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further. · You will greet customers, run the register, cashier, make purchase suggestions and someti ...
1 month ago
We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, · work in a fast-paced, fun environment and to grow your career - look no further.Greet customers · ...
1 month ago
We're seeking a future team member for the role of Shareholder Services Representative I to join our Retail Customer Service team. This role is located in Lake Mary, FL. · Working within the Retail Services department, answer inbound calls in support of Retail Direct shareholders ...
1 week ago
We are looking for a Customer Service Representative to join our team. As a representative you will provide expert support for developer needs and relations using available tools & resources. · Provide expert support for developer needs and relations using available tools & resou ...
1 week ago
We're seeking a future team member for the role of Shareholder Services Representative I to join our Retail Customer Service team. · Working within the Retail Services department, answer inbound calls in support of Retail Direct shareholders. · Assist with processing financial tr ...
1 month ago
We are seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will provide expert support for developer needs and relations using available tools & resources. You will also help developers resolve minor technical issues and maintain ...
1 month ago
Help Automotive Sales Executives across North America earn more money through training provided over the phone. · ...
1 week ago
Unlock Your Potential: Join TEWS and Solve the Talent Equation for Your Career. We have opportunities with leading companies for professionals at all career stages. · Our technology partner is looking for a pro-active Customer Service Representative to drive client renewals. · ...
1 week ago
This position involves working with external clients to resolve complex issues and providing top-notch professional communication and support. · ...
1 month ago
We're not just about creating luxury home products; we're about enhancing the lives of our customers through unparalleled service and support. · • Business to Consumer Customer Service - responding to the needs of our consumers in a timely manner.• Professionally handles high vol ...
1 month ago
As a Customer Service Representative / Developer Support at Concentrix you will provide expert support for developer needs and relations using available tools & resources. Help developers resolve minor technical issues. Maintain and own ongoing contact needs via phone email text ...
1 month ago
The Client Service team works with external clients to resolve complex day-to-day issues and leverages resources to resolve inquiries. · Providing support to major clients in addressing and resolving operational and technical issues; · Using developed communication skills to deli ...
1 month ago
+We're not just about creating luxury home products; we're about enhancing the lives of our customers through unparalleled service and support. · Business to Business Customer Service - responding to the needs of our dealer network in a timely manner. · Professionally handles hig ...
2 weeks ago
Join TEWS and Solve the Talent Equation for Your Career. · TEWS has opportunities with leading companies for professionals at all career stages. · ...
1 week ago
Job Title: · Customer Service Representative (On-Site)Job Description · The Advisor II, Customer Service position interfaces with customers via inbound calls, outbound calls, or through the Internet depending upon client requirements. This position provides customer service suppo ...
1 day ago
The Customer Service Representative interfaces with customers via inbound/outbound calls and/or via the web. · A NEW CAREER POWERED BY YOUAre you looking for a career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a gen ...
1 month ago
We are seeking a Customer Service Representative to join our team at Concentrix. · ...
1 week ago
We're looking for a Customer Service Representative to join our team at Concentrix. · ...
1 month ago
The Customer Service Representative will be the heartbeat of our organization, connecting directly with customers (our Spa Dealer network) to ensure they have the best experience possible with our products. · Business to Business Customer Service - responding to the needs of our ...
2 weeks ago
Brief Description · 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 2 ...
2 days ago