Financial Services Representative I

Andrews Federal Credit Union; New Hanover Township (NJ); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

12 paid holidays a year

Affordable healthcare plans

Career development and tuition

Retirement plans with matching

Childcare stipend

Job summary

Andrews Federal Credit Union is seeking a Financial Service Representative to build member relationships, provide world-class service, and help achieve branch goals. You will explain credit union products, fulfill member financial needs, and maintain adherence to policies and procedures.

The role emphasizes cross-selling, collaboration with other departments, and delivering accurate teller services in a branch setting. A focus on member education and problem resolution is essential.

Qualifications

• High school diploma or GED.
• 2 years of sales/service experience in financial services or retail.
• Excellent interpersonal, verbal and written communication skills.
• Knowledge of financial markets and representation of Credit Union products.
• Minimal travel amongst branches may be required.

Responsibilities

• Perform teller duties efficiently and accurately.
• Promote Credit Union membership and services to members.
• Identify cross-selling opportunities through active listening.
• Address member questions, problems, and escalate when needed.
• Collaborate with other business units to serve members.
• Refer members to departments for specialized needs (mortgage, investments, insurance).
• Review branch operations, policies and manuals for compliance.
• Communicate effectively with internal and external partners.

Skills

Sales experience

Customer service

Communication skills

Education

High school diploma or GED

Job description

Job Details

Job Location: Branch 54 McGuire - JB MDL, NJ 08641

Are you ready for an exciting career in the financial services industry? If so, Andrews Federal is the place for you! Andrews Federal is a transformative, international financial institution, proud to serve our military and communities. Our top priority remains to help our members achieve financial wellness.

With a positive workplace culture embedded in every aspect of our DNA, our organization has been certified as a Great Place to Work for 3 years. Andrews Federal offers a highly competitive compensation and benefits package to maintain a happy and healthy workforce.

As our organization continues to thrive, we seek a highly motivated workforce that is not afraid to provide innovative solutions within the financial services industry. Our leaders encourage collaboration and new ideas as we continue to serve our global membership.

Some of the perks of working at Andrews Federal include:

• 12 paid holidays a year including your birthday
• Affordable healthcare plans and Employer Paid FSA accounts
• Career development, training opportunities, career coaching, and tuition reimbursement
• Retirement plans with a competitive matching option
• Childcare stipend to help working families

Purpose of Position

The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world‑class service, and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organizations core values.

Essential Duties

• Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
• Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deductions options, and other related services.
• Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
• Responds to member's requests, problems, and complaints and/or directs them to the proper person for specific information or assistance.
• Build positive relationships with other lines of business by interacting with other business units.
• Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
• Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
• Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
• Volunteer for SEG sign-ups and other credit union activities.
• Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Required KSAs

• High school diploma or GED.
• Must have 2 years experience in a sales/service role within the financial services industry or other types of retail businesses.
• Excellent interpersonal, verbal and written communication skills.
• Knowledge of how the financial markets impact the financial services industry and excel at representing Credit Union products and operations.
• Minimal travel amongst branches may be required.

Pay Range

$21.75 to $27.00

Physical Requirements

• Ability to sit at a desk and computer for extended periods.
• Ability to lift up to 20 pounds.

In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Qualifications