Financial Services Specialist
Kforce has a client that is seeking a Financial Services Specialist in Alexandria, VA. Key Tasks:
- 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
- 3+ years of credit union or banking experience where they were more relationship focused
- They should be exposed to understanding the banks' offerings so they could cross sell, working with members/building relationships, tracking KPIs, submitting loan applications and reading credit reports
- 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
Recommended Jobs
Project Manager, Critical Infrastructure (Federal Construction Focus)
Job Description Job Description Seneca Federal Solutions is part of the Seneca Nation Group (SNG) portfolio of companies . SNG is Seneca Holdings' federal government contracting business tha…
Principal Risk Associate, Tech & Cyber Risk | Retail Bank
Overview Principal Risk Associate, Tech & Cyber Risk | Retail Bank As a Principal Associate of Tech & Cyber Risk within Capital One’s Business Risk Office, you will drive end-to-end risk mana…
Licensed Practical Nurse (LPN) -Overnight Shift
Job Description Job Description Who We Are Avenues Recovery Center is a nationwide network of drug and alcohol rehab centers with eighteen locations across seven states. Offering the very high…
Dining Specialist, Principal Coordinator - Velocity Black (Remote)
Overview Dining Specialist, Principal Coordinator - Velocity Black (Remote) Velocity Black, a Capital One company, harnesses the power of artificial intelligence, the warmth of human experts an…
Full Stack Developer with Agile Methodology
Job Description Job Description Recruiting for a Full Stack Developer with Agile Methodology experience to join our team in our Ashburn VA facility. This is a flexible onsite position. Must be ab…
Subject Matter Expert - Hybrid Cloud
Subject Matter Expert (SME) Location: Remote (U.S. Based - EST Time Zone Preferred) Employment Type: 12-Month Contract (Extensions) Primary Focus: Messaging, Security & Hybrid Cloud Infrastru…
General Manager - Clarity Restaurant (Vienna, VA)
Job Description Job Description We are seeking a seasoned and passionate General Manager to lead operations at Clarity , a fine dining restaurant rooted in creativity, hospitality, and precis…
EOL Inspector - Night Shift
Job Description Job Description Company Description Cornerstone Building Brands, headquartered in Cary, North Carolina, is the largest manufacturer of external building products in North Ame…
Maintenance Manager
Position Overview A leading industrial manufacturer is seeking a hands-on Maintenance Manager to lead all aspects of equipment reliability, facility maintenance, and engineering project execution. T…
Telecommunications Technician
Job Description Job Description Benefits/Perks Competitive Compensation Great Work Environment Career Advancement Opportunities Job Summary We are seeking a Telecommunications Tec…