Financial Services Assistant

Kforce Inc.

Alexandria, VA

JOB DETAILS
SALARY
$18–$20
SKILLS
Banking Services, Credit Union, Cross-Selling, Customer Experience, Customer Relations, Detail Oriented, Financial Services, Financial Transactions, Legal, Maintain Compliance, Needs Assessment, Promotional Programs, Regulations, Sales, Sales Prospecting, Security Compliance, Service Delivery, Short Messaging Service (SMS), Solution Sales, Transaction Processing/Management, Up-Selling
LOCATION
Alexandria, VA
POSTED
Today
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

Requirements:

  • 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

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.


About the Company

K

Kforce Inc.

Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.

 

Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Financial Services
FOUNDED
1962
WEBSITE
http://www.kforce.com/