Financial Services Representative I
About The Position
Andrews Federal is seeking a motivated Financial Services Representative I to join their team. This role is crucial for building member relationships, providing excellent service, and achieving branch goals. The representative will promote and explain credit union membership, products, and services, identifying opportunities to meet members' financial needs and cross-selling relevant offerings. The position emphasizes a positive workplace culture, collaboration, and innovative solutions within the financial services industry. Andrews Federal is a Great Place to Work certified institution serving military and communities, dedicated to member financial wellness.
Requirements
- 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.
Responsibilities
- 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.
Benefits
- 12 paid holidays a year including your birthday
- Affordable healthcare plans
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
