Financial Services Liaison

3 weeks ago


Ashburn, Virginia, United States Signal Financial Federal Credit Union Full time
Enhance the Membership Experience

As a Member Relationship Advisor at Signal Financial Federal Credit Union, you will play a key role in delivering a distinctive member experience that sets us apart from other financial institutions. This involves building strong relationships with our members, identifying their financial needs and goals, and providing tailored solutions to meet those needs.

About the Role
  • Deliver a distinctive member experience by establishing rapport and trust with our members.
  • Conduct comprehensive financial reviews to identify member needs and goals.
  • Referring complex issues to supervisors and supporting branch managers as needed.
  • Maintaining accurate paperwork and documentation, adhering to Credit Union policies and procedures.

About Signal Financial
Signal Financial is a progressive and growing credit union with a commitment to innovation and customer satisfaction. We strive to build strong relationships with our members and provide exceptional service in the Washington Metro area.

Requirements
  • A high school education or GED, with a college degree preferred.
  • Two to five years of similar or related experience, required.
  • Prior experience in a Financial Services Company or Credit Union, preferred.
  • The flexibility to travel to multiple branches throughout the DC metropolitan area.
  • Excellent interpersonal skills, including presentation and communication.

Compensation
Estimated salary: $65,000 - $85,000 per year, depending on experience.

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