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Associate Financial Services Representative Jobs in Washington

LPL Financial

Associate Financial Advisor

Rockville, MD · On-site

The Associate Financial Advisor will support senior financial advisors in providing comprehensive ... Respond to client inquiries and provide exceptional service, escalating complex issues to senior ...

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Associate Financial Services Representative information

What is the difference between Associate Financial Services Representative vs Customer Service Representative?

AspectAssociate Financial Services RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; FINRA licenses often preferredHigh school diploma or equivalent; no financial licenses typically required
Work EnvironmentBank branches, financial institutions, client meetingsCall centers, retail stores, customer support centers
Employer & Industry UsageFinancial services, bankingRetail, telecommunications, service industries
Common Search & Comparison IntentUnderstanding financial roles, career progressionCustomer support, service skills, job duties

The Associate Financial Services Representative typically requires financial licenses and works within banking or financial institutions, focusing on financial products and client advising. In contrast, a Customer Service Representative handles general customer inquiries across various industries without specialized financial credentials. The roles differ mainly in industry focus and required certifications, with the Associate Financial Services Representative being more specialized in finance-related services.

What does an associate financial services representative do?

An associate financial services representative assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, process transactions, and may help identify client needs, often using banking software and following regulatory guidelines.

What cities in Washington are hiring for Associate Financial Services Representative jobs?

Cities in Washington with the most Associate Financial Services Representative job openings:

Associate Financial Services Representative jobs near you

Financial Services Representative I

Andrews Federal Credit Union

Suitland, MD • On-site

$21.75 - $27/hr

Full-time

Medical, Retirement

Posted 12 days ago

Job description

Are you ready for an exciting career in the financial services industry? If so, Andrews Federal is the place for you! Andrews Federal is a transformative, international financial institution, proud to serve our military and communities. Our top priority remains to help our members achieve financial wellness.
With a positive workplace culture embedded in every aspect of our DNA, our organization has been certified as a Great Place to Work for 3 years. Andrews Federal offers a highly competitive compensation and benefits package to maintain a happy and healthy workforce.
As our organization continues to thrive, we seek a highly motivated workforce that is not afraid to provide innovative solutions within the financial services industry. Our leaders encourage collaboration and new ideas as we continue to serve our global membership.
Some of the perks of working at Andrews Federal include:
  • 12 paid holidays a year including your birthday
  • Affordable healthcare plans and Employer Paid FSA accounts
  • Career development, training opportunities, career coaching, and tuition reimbursement
  • Retirement plans with a competitive matching option
  • Childcare stipend to help working families

Purpose of Position
The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service, and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organizations core values.
Essential Duties
  • Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
  • Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deductions options, and other related services.
  • Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
  • Responds to member's requests, problems, and complaints and/or directs them to the proper person for specific information or assistance.
  • Build positive relationships with other lines of business by interacting with other business units.
  • Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
  • Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
  • Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
  • Volunteer for SEG sign-ups and other credit union activities.
  • Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Required KSAs
  • High school diploma or GED.
  • Must have 2 years experience in a sales/service role within the financial services industry or other types of retail businesses.
  • Excellent interpersonal, verbal and written communication skills.
  • Knowledge of how the financial markets impact the financial services industry and excel at representing Credit Union products and operations.
  • Minimal travel amongst branches may be required.

Pay Range
  • $21.75 to $27.00

Physical Requirements
  • Ability to sit at a desk and computer for extended periods.
  • Ability to lift up to 20 pounds.

In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

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