Financial Services Representative I

Andrews-Federal-Credit-Union; Suitland (MD); On-site; USD 29,000 - 37,000; Full time

Benefits offered by this job

12 paid holidays

Affordable health plans

Career development & tuition

Retirement plan with match

Employer-paid FSA accounts

Childcare stipend

Job summary

Andrews Federal Credit Union is seeking a Financial Service Representative to build member relationships and deliver world-class service. You will promote membership products and explain policies, rates, and accounts while helping members meet financial goals.

The role emphasizes cross-selling, effective communication, and collaboration with other branches and partners to support member needs. Strong service orientation is essential.

Qualifications

• Requires strong communication and customer-facing skills.
• Experience in a sales/service role within financial services preferred.
• Ability to identify cross-selling opportunities and provide solutions to members.

Responsibilities

• Handle Teller functions efficiently and accurately.
• Explain Credit Union products and services to members.
• Identify cross-selling opportunities and refer to appropriate departments.
• Assist members with account options, rates, payroll deductions, and policies.
• Maintain knowledge of branch operations and procedures.

Skills

Sales / Service

Interpersonal communication

Customer service

Education

High school diploma or GED

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 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 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 familiesPurpose of PositionThe 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 DutiesAssumes 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 KSAsHigh 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 $27.00Physical RequirementsAbility 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.