Senior Financial Service Advisor - NoVa

Fedchoice; Alexandria (VA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Birthday Bliss

Casual Chic

Tuition Triumph

Helping Hand

Loan Leverage

Flexible Freedom

Healthcare Heroes

401(k) Match

Paid Time Off

Job summary

FedChoice is hiring a Senior Financial Service Advisor in Alexandria, VA. The role involves enhancing member relationships and ensuring excellent service while adhering to operational policies. Candidates must have at least two years in a financial institution, ideally as a Teller. Key responsibilities include mentoring FSAs, handling complex member issues, and providing teller support. FedChoice offers competitive benefits like flexible schedules, tuition reimbursement, and health insurance.

Qualifications

• Minimum TWO (2) years of financial institution experience, preferably as a Teller or Member Service Representative.
• Familiar with and able to use general office equipment and Microsoft software applications.
• Knowledge of Credit Union policies and procedures.

Responsibilities

• Build and maintain relationships with members.
• Service members by identifying needs and cross-selling products and services.
• Ensure adherence to operational policies in the absence of management.

Skills

Financial institution experience

Customer service

Microsoft software applications

Education

High school graduate or equivalent

Tools

General office equipment

Job description

FedChoice is Hiring!

Senior Financial Service Advisor - NoVA Financial Service Center!

We are looking for a motivated, member-focused, target-driven team member to join our Financial Service Center as a Senior Financial Service Advisor for our upcoming Northern Virginia location.

What You’ll Be Doing...

The Financial Service Advisor (FSA) is the key element of FedChoice's retail environment. In the Financial Service Center (FSC) you will build and maintain relationships and uphold the integrity of our Brand while living out our Mission and Vision and demonstrating our Core Values, making the financial well-being of our membership altogether better in the areas of savings, loans, investments, credit counseling, eServices and convenience services. This position is primarily responsible for servicing the membership to identify each member’s needs by cross-selling products and services, while ensuring our members have a positive experience. This position ensures that all operational policies are adhered to in the absence of the FSC manager. This position should be able to train, coach, and influence the FSAs should they need assistance with their daily duties. This position also involves processing member requests, providing teller support, and opening new accounts, which may include loans.

Key Areas of Focus...

Ensures the effective and professional performance of financial service functions including ...

• Provides information about accounts, products and services and Credit Union policies, procedures and programs
• Opens and closes member accounts (Savings, Checking, Money Market, Certificates, IRAs), orders checks, completes ACH documentation, and processes stop payments.
• Assists members by researching and resolving account questions and issues, including bookkeeping and checking account concerns, and escalates when appropriate.
• Handles complex member issues with tact and professionalism.
• Mentors fellow FSAs on effective professional performance by modelling the service culture established by management.
• Makes outbound calls using designated call listings as well as own initiative for the purpose of uncovering member needs, increasing member engagement and seeking new member referrals.
• Additional duties and responsibilities as deemed appropriate, may be assigned by Management

Requirements

Education/Certification: High school graduate or equivalent.

Experience Required: Minimum TWO (2) years of financial institution experience, preferably as a Teller or Member Service Representative.

Required Knowledge:

• Must be familiar with and able to use general office equipment and Microsoft software applications.
• Knowledge of Credit Union policies and procedures.
• Basic understanding of Credit Union operations.

When you join FedChoice:

You are not joining just another credit union, you are joining a progressive financial institution. At FedChoice Federal Credit Union, we offer an altogether better banking experience for federal employees and their families and an altogether better working experience for FedChoice employees.

Our competitive benefits and perks include:

• Birthday Bliss: Take your special day off and celebrate YOU! We want you to enjoy the moments that matter.
• Casual Chic: Say goodbye to stuffy suits! Embrace the comfort of jeans and sneakers with your FedChoice shirt because great ideas flow best when you're feeling your best.
• Tuition Triumph: Invest in your education with our Tuition Reimbursement program. Your quest for knowledge is important.
• Helping Hand: Life happens, and we've got your back. Our Employee Assistance Program provides support when you need it most, ensuring you're never alone in facing life's challenges.
• Loan Leverage: Unlock exclusive Employee Loan Rates because we understand that sometimes you need a financial ally.
• Flexible Freedom: Break free from the traditional 9-to-5! Depending on your role, a hybrid schedule offers the flexibility to tailor your work life to your unique needs.
• Healthcare Heroes: Medical, dental, and vision coverage – it’s like having a magical shield against unexpected health dragons. Plus, life insurance? That’s your superhero cape!
• 401(k) Match: Imagine planting a money tree, and every dollar you save grows wings! Our Safe Harbor Contribution and 401(k) match is like a fairy godmother sprinkling financial pixie dust.
• Paid Time Off: Starting at 17 days annually or more, based on position level.