Financial Services Specialist

Kforce has a client that is seeking a Financial Services Specialist in Alexandria, VA.Key Tasks:

• Provide personalized financial advice and solutions to clients, including investment options, retirement planning, and wealth management
• Assist clients with banking transactions, account management, and resolving inquiries
• Conduct financial needs assessments to identify opportunities for cross-selling bank products and services
• Maintain up-to-date knowledge of financial products, services, and regulations to provide accurate information to clients
• Process loan applications, credit card applications, and other financial products
• Ensure compliance with all banking regulations and internal policies
• Build and maintain strong client relationships through regular communication and follow-up
• Assist with branch operations, including opening and closing procedures, and maintaining a secure and organized work environment
• Participate in training and development programs to enhance financial knowledge and skills
• Collaborate with team members to achieve branch goals and provide a positive customer experience

• 3+ years of credit union or banking experience where they were more relationship focused
• They should be exposed to understanding the banks' offerings so they could cross sell, working with members/building relationships, tracking KPIs, submitting loan applications and reading credit reports
• Candidate must be flexible location wise as they are working to open up a location in DC in addition to the ones they already have in MD and VA

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.


We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.


Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.


This job is not eligible for bonuses, incentives or commissions.


Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.


By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.