Financial Services Representative I

ANDREWS FEDERAL CREDIT UNION • Springfield, VA

4d • Onsite

About The Position

The Financial Services Representative is responsible for tactical initiatives that build member relationships, provide world-class service, and help achieve branch goals. The role promotes positive relationships with members and provides solutions to their financial needs while remaining committed to the organization’s core values. The representative performs teller functions, explains credit union membership, products, and services, and supports members with account and service questions. Minimal travel among branches may be required.

Requirements

• High school diploma or GED.
• At least 6 months of experience in a sales or service role in financial services or another type of retail business.
• Excellent interpersonal, verbal, and written communication skills.
• Knowledge of how financial markets affect the financial services industry and ability to represent credit union products and operations effectively.
• Ability to sit and/or stand for extended periods.
• Ability to use a computer keyboard and a 10-key calculator.
• Minimal travel among branches may be required.

Responsibilities

• Efficiently, effectively, and accurately perform teller functions.
• Present and explain credit union membership, products, and services to potential and existing members, and assist with their financial needs.
• Inform members about credit union policies and information, including available account types, interest and dividend rates, payroll deduction options, and related services.
• Identify cross-selling opportunities by asking relevant questions, actively listening, and anticipating member needs.
• Respond to member requests, problems, and complaints, or direct members to the appropriate person for assistance.
• Build positive relationships with other lines of business by interacting with other business units.
• Refer members to departments for specialized needs, such as mortgage services.
• Refer members to designated credit union partners for financial counseling, investment, and insurance needs.
• Review branch operational, product, and procedure manuals to become familiar with branch operations, products, services, and policies.
• Communicate effectively with internal and external business partners, including the retail partner, and communicate across and upward in the organization.
• Volunteer for SEG sign-ups and other credit union activities.
• Follow Andrews Federal policies and procedures and regulations pertaining to the Bank Secrecy Act.

Benefits

• 12 paid holidays per 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED