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Assistant Manager Financial Services I

Riverhead, New York
Job Type
19 May 2023
Join Our Team

For 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.


The Assistant Manager is responsible for assisting the Branch Manager in leading a group of banking professionals to achieve organizational goals for sales, service, and operational excellence.


Coach staff to cross-sell and track achievement against sales goals, and provide training on sales techniques
Review loan applications and related documentation to ensure accuracy and completeness
Approve wire transfers and notarize documents.
Implement special promotions and ensure current literature/brochures/marketing materials are accessible to members, ensure staff are aware of the programs, and tracking/reporting on achievement.
Cross-sell products/services by advising members of their benefits, features, and rates
Review suspicious account activity and investigate potential fraud
Review account transactions, examine checks, match signatures, write fraud tickets for fraud
Participate in community relations activities
Inspects the Branch facility daily for safety concerns
Investigate ATM deposit issues, prepare/mail ATM correction letters to members
Contact vendors for ATM and other branch equipment repairs
Comply with Teachers policies, procedures, guidelines and related laws/regulations, and ensures that staff comply
Ensure Branch security procedures are in place and keeps staff aware, maintain phone contact list and ensure related forms are available
Perform all duties inherent in the role of a supervisor
Perform other duties as needed upon request by immediate supervisor


Associates degree or a minimum of four years of directly related experience required
Minimum of three years branch banking experience required
Knowledge of banking products, branch opening/closing procedures, branch security, business development, member support, retail banking, branch operations, banking software required
Microsoft Word and Excel required
Notary Public license preferred
Strong communication, interpersonal, and customer service skills

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
401k company contribution
Teachers pay 100% of 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

To learn more about Teachers and to view a full list of our job opportunities please visit

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  • Job Reference: 1010169334-2
  • Date Posted: 19 May 2023
  • Recruiter: Teachers Federal Credit Union
  • Location: Riverhead, New York
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent