financial services sales representative

Langley Federal Credit Union

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley. Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 351,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia. Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to: Investing in You: Educational Assistance, encompassing books, lab fees, registration costs, and more. Support for Student Loan Repayment. Abundant Career Growth Opportunities. Time Off That Matters: Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap. Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too! Paid Sick Time for all team members. Financial Security: Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option. Company-covered short- and long-term disability insurance. Complimentary Life Insurance and the choice of additional Voluntary Life Insurance. Flexible Health Care and Dependent Care benefits. Langley Federal Credit Union is currently hiring for a Full Time Financial Service Representative to work on-site from our Short Pump Branch located in Richmond, VA. Job Summary: The Financial Service Representative provides members and potential members of Langley with in-person, impeccable service throughout our branch network. Financial Service Representative utilizes consultative selling to offer financial products and services that meet or exceed members&rsquo; needs. This role identifies opportunities to increase member engagement. They educate members on Langley products and services to improve members&rsquo; lives by helping them save, borrow, and spend wisely. Essential Functions, Duties, and Responsibilities: Utilize consultative selling to offer financial products and services that meet or exceed members&rsquo; needs. Process consumer loan products and services ensuring compliance with Federal Regulations and Credit Union policies and procedures to include personal, auto, home equity line of credit, and credit cards. Process all types of transactions for members including balance inquiries, transfers, payments, loan advances, account opening and all other requests. Provide assistance to members with all account and loan related service needs including offering financial advice that will improve their financial well-being. Assist with Online and Telephone banking, including enrollment, general education, troubleshooting and resetting passwords or security questions. Record every member interaction and follow up utilizing Customer Relationship Management (CRM) tool and Document Management System. Educate members on Langley products and services, making referrals to internal business partners. Foster teamwork by professionally interacting with peers, supervisors, and other Langley employees. Serve as front line deterrent against fraud and theft, protecting members and the Credit Union. Support the day to day operations and efficiencies of the branch. Qualifications: Associates degree; or equivalent combination of education and/or service or sales experience. Our Keys to Success: Service Champion &ndash; Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities. Langley Ambassador &ndash; Demonstrates a passion for Langley&rsquo;s vision, encouraging diversity, equity and inclusion while considering Langley&rsquo;s values when making decisions and taking accountability for delivering results. Agile in Action &ndash; Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future. Team Driven &ndash; Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities. Continuous Learner &ndash; Maintains an understanding of Langley&rsquo;s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is frequently required to sit, use hands to handle or feel, reach with arms, and talk or hear. The employee is occasionally required to walk, stand, taste or smell, and stoop, kneel, crouch, or crawl. Occasional lifting up to 10 pounds is required. Specific vision requirements for the job include close vision (at 20 inches or less), distance vision (20 feet or more), and color vision. We look forward to receiving your application and eagerly anticipate the opportunity to learn more about your qualifications and aspirations. Your unique perspective and skills could be a valuable addition to our team. We're excited to delve deeper into your background and potential fit with our company culture. Thank you for considering joining us on this journey, and we can't wait to get to know you better!

Financial Service Representative

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley. Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 351,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia. Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to: Investing in You: Educational Assistance, encompassing books, lab fees, registration costs, and more. Support for Student Loan Repayment. Abundant Career Growth Opportunities. Time Off That Matters: Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap. Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too! Paid Sick Time for all team members. Financial Security: Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option. Company-covered short- and long-term disability insurance. Complimentary Life Insurance and the choice of additional Voluntary Life Insurance. Flexible Health Care and Dependent Care benefits. Langley Federal Credit Union is currently hiring for a Full Time Financial Service Representative to work on-site from our Hilltop Branch located in Virginia Beach, VA. Job Summary: The Financial Service Representative provides members and potential members of Langley with in-person, impeccable service throughout our branch network. Financial Service Representative utilizes consultative selling to offer financial products and services that meet or exceed members&rsquo; needs. This role identifies opportunities to increase member engagement. They educate members on Langley products and services to improve members&rsquo; lives by helping them save, borrow, and spend wisely. Essential Functions, Duties, and Responsibilities: Utilize consultative selling to offer financial products and services that meet or exceed members&rsquo; needs. Process consumer loan products and services ensuring compliance with Federal Regulations and Credit Union policies and procedures to include personal, auto, home equity line of credit, and credit cards. Process all types of transactions for members including balance inquiries, transfers, payments, loan advances, account opening and all other requests. Provide assistance to members with all account and loan related service needs including offering financial advice that will improve their financial well-being. Assist with Online and Telephone banking, including enrollment, general education, troubleshooting and resetting passwords or security questions. Record every member interaction and follow up utilizing Customer Relationship Management (CRM) tool and Document Management System. Educate members on Langley products and services, making referrals to internal business partners. Foster teamwork by professionally interacting with peers, supervisors, and other Langley employees. Serve as front line deterrent against fraud and theft, protecting members and the Credit Union. Support the day to day operations and efficiencies of the branch. Qualifications: Associates degree; or equivalent combination of education and/or service or sales experience. Our Keys to Success: Service Champion &ndash; Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities. Langley Ambassador &ndash; Demonstrates a passion for Langley&rsquo;s vision, encouraging diversity, equity and inclusion while considering Langley&rsquo;s values when making decisions and taking accountability for delivering results. Agile in Action &ndash; Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future. Team Driven &ndash; Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities. Continuous Learner &ndash; Maintains an understanding of Langley&rsquo;s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is frequently required to sit, use hands to handle or feel, reach with arms, and talk or hear. The employee is occasionally required to walk, stand, taste or smell, and stoop, kneel, crouch, or crawl. Occasional lifting up to 10 pounds is required. Specific vision requirements for the job include close vision (at 20 inches or less), distance vision (20 feet or more), and color vision. We look forward to receiving your application and eagerly anticipate the opportunity to learn more about your qualifications and aspirations. Your unique perspective and skills could be a valuable addition to our team. We're excited to delve deeper into your background and potential fit with our company culture. Thank you for considering joining us on this journey, and we can't wait to get to know you better!

Carter Bank

SUMMARY: 
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
 
ESSENTIAL JOB FUNCTIONS: 
<ul>
<li>Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners</li>
<li>Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust</li>
<li>Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals</li>
<li>Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions</li>
<li>Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)</li>
<li>Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank’s business</li>
<li>Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services</li>
<li>Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise</li>
<li>Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers</li>
</ul>
JOB REQUIREMENTS: 
<ul>
<li>High school diploma or equivalence required, some college a plus</li>
<li>Successful customer service and /or sales experience required</li>
<li>Previous experience in a retail bank or related industry preferred</li>
<li>Prior cash handling experience preferred</li>
</ul>
KNOWLEDGE/SKILLS REQUIRED: 
<ul>
<li>Intermediate customer service skills</li>
<li>Intermediate verbal, written, and listening skills</li>
<li>Basic problem solving skills</li>
<li>Intermediate collaboration skills</li>
<li>Basic understanding of banking products and services</li>
<li>Intermediate adaptability skills</li>
<li>Basic prioritization skills</li>
<li>Basic proficiency with MS Office</li>
<li>Basic critical thinking skills</li>
</ul>
PHYSICAL AND MENTAL QUALIFICATIONS: 
<ul>
<li>Standing, walking, bending and stooping required</li>
<li>Must be able to sit at a desk for long periods of time and use a computer</li>
<li>Must be able to occasionally move or lift up to 25 pounds</li>
<li>May be asked to work supplemental hours periodically</li>
<li>Limited travel required occasionally during and after business hours</li>
</ul>
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
 NOT A CONTRACT

Financial Services Representative-Graves Mill

Financial Services Representative- 58 East

Financial Services Representative-Forest Road

Financial Services Representative- Falmouth (Part-Time)

Greenleaf Financial Services

Job Summary Join our growing team as an Entry-Level Financial Services Representative &ndash; Remote. This role offers an opportunity to begin a career in financial services with structured training, ongoing support from experienced team members, and a clear path for professional development.In this position, you will work with individuals and families to help them better understand financial concepts and explore strategies designed to support long-term financial stability. You&rsquo;ll learn how to guide conversations, organize financial information, and provide education around topics such as budgeting, protection strategies, and future planning.This is an ideal opportunity for individuals looking to transition into a new career path, develop valuable communication and leadership skills, or build experience in a professional, client-focused environment. You will follow a step-by-step onboarding process and receive support as you grow into more advanced responsibilities over time.No prior experience is required. We provide structured training and a supportive team environment designed to help you build confidence, develop professionally, and succeed in the role.Key Responsibilities<ul><li>Connect with individuals and families to understand financial goals and needs</li><li>Provide educational guidance on financial concepts and available strategies</li><li>Follow up with prospective clients and maintain consistent communication</li><li>Assist with organizing financial information and documentation</li><li>Maintain accurate records of interactions and follow-up activities</li><li>Participate in training sessions and team development meetings</li><li>Collaborate with team members to support client experience and growth</li></ul>Qualifications<ul><li>Strong communication and interpersonal skills</li><li>Self-motivated with the ability to manage time effectively</li><li>Organized with attention to detail</li><li>Comfortable learning new systems and processes</li><li>Positive attitude and willingness to grow in a professional environment</li></ul>No prior experience required. Training is provided.Preferred (Not Required)<ul><li>Background in customer service, education, or sales</li><li>Experience with client communication or outreach</li><li>Bilingual or multilingual abilities</li></ul>Additional Information<ul><li>Flexible scheduling options available</li><li>Ongoing training and professional development provided</li><li>Advancement opportunities based on performance and leadership development</li><li>Must be willing to obtain any required state financial services license (guidance provided through the process)</li></ul>Pay: $68,331.00 - $78,876.00 per yearBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>On-the-job training</li><li>Referral program</li><li>Vision insurance</li><li>Work from home</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Customer service: 1 year (Preferred)</li></ul>License/Certification:<ul><li>Life Insurance License (Preferred)</li></ul>Work Location: Remote

Entry-Level Financial Services Representative – Remote

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Financial Service Representative

Financial Service Representative

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Financial Services Representative-Forest Road

Financial Services Representative- Falmouth (Part-Time)

Entry-Level Financial Services Representative – Remote