Financial Services Representative

3 days ago


Reston, Virginia, United States Virtual Employee Services Full time
Job Title: Financial Services Representative

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Heritage Financial Credit Union. As a key member of our retail banking team, you will be responsible for promoting financial well-being and providing exceptional service to our members.

Key Responsibilities:
  • Maintain knowledge of all credit union products and services to effectively promote and sell to members.
  • Cross-sell credit union products and services that meet member needs, including deposit products, loans, and electronic services.
  • Meet or exceed sales performance standards to enhance the member experience.
  • Assist members with completing transactions, including deposits, withdrawals, loan payments, and transfers.
  • Run and analyze credit reports to counsel members on improving their credit score and recommend products and services to assist them in building/maintaining a strong financial future.
Requirements:
  • 2-year college degree preferred, plus three to five years' experience in sales and/or financial counseling.
  • Ability to project a professional appearance and positive attitude at all times.
  • Excellent customer service and communication skills.
  • Ability to prioritize and manage multifunctional tasks.
What We Offer:
  • Competitive salary range of $19.54-$24.43 an hour, depending on experience.
  • Comprehensive benefits package, including a generous PTO policy.
  • Opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about providing exceptional service, we encourage you to apply for this exciting opportunity.



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