Member Services Representative Correspondence
teachers federal credit unionHauppauge, NY
$19.00 - $22.00 per hour
APPLYMember Services Representative Correspondence
teachers federal credit unionHauppauge, NYJunior L3
$19.00 - $22.00 per hour
Correspondence ClerksMail Clerks and Mail Machine Operators, Except Postal ServiceNew Accounts Clerks
APPLY NOWDescription:
Join Our TeamFor 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 Member Services Representative Correspondence is responsible for sorting and distributing mail. The Representative processes faxes, verifications of deposit, SSA/SSI and AVS research, Medicaid requests, and requests for account closures, transfers to internal accounts, and wires to external accounts.
Education and/or Experience:
- High School Diploma or GED required
- Minimum one year of general work experience required
- Banking experience preferred
- Proficient in MS Word and Excel required
- Strong oral and written communication, multitasking, internet skills, and excellent telephone etiquette are required
- Knowledge of Teachers policies, practices and systems preferred
- Critical thinking and problem solving
- A team player and good collaborator
- Professional with a strong work ethic
- Good oral and written communication skills
Job Responsibilities:
- Sorts incoming interoffice mail and separates based on deposits, loan payments, bill payment checks.
- Delivers checks to headquarters branch for processing
- Processes member requested account closeouts received via, Salesforce, mail or fax
- Monitors SSA/SSI and AVS portals to verify member account balance information
- Processes information requests for Medicaid eligibility
- Retrieves account information, verifies signatures, and prepares reports for micrographics and share draft research
- Gathers documents, copies, reviews, and processes before sending to external law firms, companies or members
- Gathers statements, copies of receipts, deposit and withdrawal information and processes Verification of Deposits
- Responds quickly and accurately to members, branch staff and other department staff
- Identifies issues requiring follow-up and contacts members to obtain information
- Educates members by advising them of additional Teachers products and services
- Uses Salesforce to process cases, create partner referrals, and logs information from member phone conversations*Performs 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 $19.00 - $22.00 per 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 https://www.teachersfcu.org/about/careersClick here to view: California Privacy Notice#LI-CG1
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Level
Junior L3
Salary
$19.00 - $22.00 per hour
Location
Hauppauge, NY
Occupation
Correspondence Clerks
Industry
Credit Unions
Posted
today