Financial Services Representative I

Andrews Federal Credit Union; Washington (District of Columbia); On-site; USD 29,000 - 37,000; Full time

Benefits offered by this job

Paid holidays

Healthcare plans

Career development

Retirement plans

Childcare stipend

Job summary

Andrews Federal Credit Union is seeking a Financial Service Representative in Washington, DC. The role focuses on building member relationships, delivering world-class service, and helping members achieve financial wellness.

The position requires strong communication, a willingness to help, and the ability to work as part of a team in a branch setting.

Qualifications

• High school diploma or GED required.
• Excellent interpersonal, verbal and written communication skills.
• Experience in a sales/service role within financial services or retail is preferred.

Responsibilities

• Perform Teller functions efficiently and accurately.
• Present and explain membership products and services to members.
• Identify cross-selling opportunities and understand member needs.
• Respond to member requests and direct to appropriate departments.
• Build relationships with other lines of business and credit union partners.
• Adhere to all policies, procedures, and regulatory requirements.

Skills

Interpersonal skills

Verbal communication

Written communication

Sales experience

Education

High school diploma

GED

Job description

Job Details: Job Location: Branch 71 Henson Ridge - Washington, DC 20032, Position Type: Full Time, Job Category: Banking, 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

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 organization’s core values.

ESSENTIAL DUTIES

The position’s essential duties include the following:

• 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 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 EXPERIENCE

• High 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 operations
• Minimal travel amongst branches may be required.

PHYSICAL REQUIREMENTS

• The ability to sit and/or stand for extended periods of time.
• Must be able to use a computer keyboard and a 10-key calculator.

PAY RANGE

$21.25 to $27.00

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.