Senior Financial Service Advisor - NoVa!

FedChoice Federal Credit Union • Alexandria, VA

5d

About The Position

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.

Requirements

• High school graduate or equivalent.
• Minimum TWO (2) years of financial institution experience, preferably as a Teller or Member Service Representative.
• 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.

Responsibilities

• 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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees