Financial Services Representative I

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

Benefits offered by this job

Paid holidays

Healthcare plans

Tuition reimbursement

Career development

Retirement matching

Childcare stipend

Job summary

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

Responsibilities include handling Teller functions, addressing member inquiries, and identifying cross-sell opportunities. The role requires knowledge of credit union products and strong communication, with limited travel between branches.

Qualifications

• 2 years experience in a sales/service role within the financial services industry or other types of retail businesses.
• High school diploma or GED.
• 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.

Responsibilities

• Performs Teller functions efficiently, accurately and with high service quality.
• Explains membership, products and services to members and assists with financial needs.
• Identifies cross-selling opportunities and responds to member requests or problems.
• Builds positive relationships with other business units and directs members to departments for specialized needs.
• References credit union policies and procedures to ensure compliant operations.

Skills

Interpersonal skills

Verbal & written communication

Sales & service experience

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.