Branch Financial Services Advisor

Lever, Inc.; Rockville (MD); On-site; USD 32,000 - 38,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

Long-term Disability

HSA

FSA

401(k) with match

Vacation Leave

Job summary

NASA Federal Credit Union is seeking a Branch Member Service Associate to deliver exceptional customer service at our branches while promoting NASA FCU products and services. The role includes travel to other locations as needed and requires reliable transportation.

Opportunities for career advancement exist through formal training modules. Responsibilities include handling member inquiries, processing transactions, and supporting other areas as needed.

Qualifications

• Must have current or previous banking experience and experience opening new personal accounts.
• High school diploma or general education degree (GED).
• Experience with specialty accounts such as Trusts, Power of Attorney, Custodial Accounts, Guardianship Accounts, Estate, and Foreign Accounts. Experience with sales/cross-selling.

Responsibilities

• Empathizes with members and provides solutions to make it easy for members to acquire and effectively use NASA FCU products and services.
• Identifies member needs to provide solutions on products that meet the member's needs and facilitate the member's financial security.
• Responds to member inquiries regarding accounts, rates, discrepancies, credit, debit and ATM cards and loan applications.
• Processes a variety of financial transactions on member accounts including deposits, withdrawals, funds transfers, loan payments, check orders, share certificates, ACH/payroll/direct deposit, dire transfers, and stop payments.

Skills

Customer service

Verbal communication

Education

High school diploma

Job description

NASA Federal Credit Union is seeking a Branch Member Service Associate to deliver exceptional customer service at our branches while promoting NASA FCU products and services. The role includes travel to other locations as needed and requires reliable transportation.

Opportunities for career advancement exist through formal training modules. Responsibilities include handling member inquiries, processing transactions, and supporting other areas as needed.