Andrews Federal Credit Union · 4 weeks ago
Financial Services Representative I
Branch 22 Allentown Rd - Suitland, MD 20746
Full-time
Onsite
Entry Level
$21.25/hr - $27/hr
2+ years expAndrews Federal Credit Union is a mission-driven financial institution focused on helping members achieve their financial goals. The Financial Services Representative is responsible for building member relationships, providing world-class service, and achieving branch goals by promoting and explaining Credit Union products and services.
BankingCredit CardsFinanceFinancial Services
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 deductions 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 directs 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
Qualification
Required
High school diploma or GED
Must have 2 years 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
Benefits
12 Paid Holidays a Year, Including Your Birthday
Retirement Plans – 401(k) with a 6% Match
Childcare Stipend up to $2600 to assist Working Families
Discount on Lending Products.
Tuition Reimbursement and Career Development Programs and Opportunities
Employee Assistance Program – 24/7 Support for Families
Affordable Healthcare Plan including Medical, Dental, Vision, and Rx
Employer paid Long Term Disability, Life Insurance, and AD&D
Short-Term Disability
Vacation Leave and Sick Leave
Free Parking
Company
Andrews Federal Credit Union
Andrews Federal provides financial support and guidance for more than 130,000 members, both military and civilian, throughout Maryland, Washington, D.C., Virginia, and New Jersey, as well as serving Joint Base Andrews, Joint Base McGuire-Dix-Lakehurst and military installations in Germany, Belgium and the Netherlands.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kenneth Orgeron
President and CEO
Todd Olszowy
EVP/ CFO
Recent News
Dallas Morning News
2023-09-21
Company data provided by crunchbase