Financial Services Assistant

$18 per hour

Temporary

Kforce has a client that is seeking a Financial Services Assistant in Alexandria, VA. Summary: We are seeking a customer focused and detail oriented Financial Services Assistant to join our team. This position is responsible for delivering exceptional member service, accurately processing financial transactions, identifying member needs, and promoting products and services that enhance the member experience. The ideal candidate is dependable, personable, and thrives in a fast-paced environment. Key Responsibilities:

Accurately process member transactions including deposits, withdrawals, loan payments, transfers, cashier's checks, and other financial transactions
Balance cash drawer daily and maintain proper cash handling procedures
Deliver outstanding member service by building rapport and addressing member needs professionally and efficiently
Educate members on available products and services and identify opportunities to cross sell and upsell solutions that meet their financial goals
Achieve monthly referral and sales goals through effective member conversations and relationship building
Resolve member inquiries and concerns while exercising sound judgment and decision making
Maintain a strong understanding of all credit union products, services, policies, and procedures
Ensure compliance with all security, regulatory, and operational requirements
Assist with account maintenance, account opening support, and general branch operations as needed
Support multiple branch locations and travel between branches when business needs require
Participate in branch initiatives and contribute to a positive team environment
2+ years of banking experience in a member/customer facing position
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
Must be able to work on a rotational shift on Saturdays

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Vacancy posted 10 days ago

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