Financial Services Associate
Kforce has a client in Alexandria, VA that is seeking a Financial Services Associate. Key Responsibilities:
- 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
- 2+ years of banking experience in a member/customer facing position
- To be considered for this position, candidates must have experience in a similar role, or they must possess significant knowledge, experience, and abilities to successfully perform the responsibilities listed
- Relevant education and/or training will be considered a plus
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