Financial Services Representative I

Andrews Federal Credit Union; Springfield (VA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid holidays

Healthcare plans

FSA accounts

Career development

Tuition reimbursement

Retirement plan

Job summary

Andrews Federal is seeking a Financial Service Representative at our Springfield, VA branch to build lasting member relationships, provide world‑class service, and help members meet their financial goals.

You will present accounts and services, identify cross‑selling opportunities, assist with mortgages and other products, respond to questions, and refer members to appropriate departments while upholding policy and security standards. Excellent communication and teamwork are essential.

Qualifications

• High school diploma or GED required.
• 6 months sales/service experience in financial services or retail preferred.
• Strong interpersonal, verbal and written communication skills.
• Ability to travel between branches as needed.

Responsibilities

• Handle teller functions efficiently and accurately.
• Present and explain accounts, products, and services to members.
• Identify cross-selling opportunities and respond to member needs.
• Refer members to Mortgage, or designated partners for financial services.
• Maintain knowledge of branch policies and procedures and comply with regulations.

Skills

Interpersonal skills

Verbal communication

Written communication

Customer service

Sales experience

Education

High school diploma or GED

Tools

10-key calculator

Computer

Job description

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 4 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 birthdayAffordable healthcare plans and Employer Paid FSA accountsCareer development, training opportunities, career coaching, and tuition reimbursementRetirement plans with a competitive matching optionChildcare stipend to help working familiesThe 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 organization’s core values.ESSENTIAL DUTIES AND RESPONSIBILITIESAssumes 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 deduction 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 direct 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 EXPERIENCEHigh school diploma or GED.Must have 6 months 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 operationsMinimal travel amongst branches may be required.PHYSICAL REQUIREMENTSThe ability to sit and/or stand for extended periods of time. Must be able to use a computer keyboard and a 10-key calculator.In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.