Financial Services Specialist — District Heights

Democracy Federal Credit Union is a full-service financial institution that strives to be a leader in the credit union industry. We are committed to our employees and members, and value diversity in the workplace. Democracy is interested in positive, enthusiastic individuals who can project a business image and have a strong commitment to customer service.  If you have that desire, Democracy is looking for you! To apply for an open position, please send us your resume.

Financial Services Specialist — District Heights

Job Requirements

This position reports directly to the respective Branch Manager of assigned branch location.  This position is responsible for selling products and services to our members by telephone as well as performing teller transactions (non-cash).

Primary Duties and Responsibilities

  • Responsible for providing enthusiastic, professional, quality telephone service to members, and non-members.
  • Responsible for processing various inquiries and transactions as directed by properly identified members.
  • Responsible for recommending products and services to members to enhance their quality of life.
  • Responsible for maintaining current working knowledge of policies and procedures.
  • Responsible for complying with applicable regulatory laws pertaining to the credit union and internal policies and procedures.
  • Responsible for establishing, retaining and deepening relationships with our members and potential members to achieve individual and team sales goals
  • Responsible for proactive sales activities of basic products while referring loans request (e.g., loan mortgages, home equity loans) to an employee with more loan interviewing experience.
  • Responsible for providing quality member service by resolving complex service issues or referring to appropriate associate to guarantee member satisfaction and retention.

Education and/or Work Experience Requirements

  • High School Diploma or equivalent
  • Minimum of two (2) years of credit union experience
  • Minimum of 2 years of processing basic financial transactions (i.e. deposits, transfers, and withdrawals)  
  • Minimum of 2 years of successful sales experience in a goal and/or incentive-based environment within the past three years
  • Skilled in developing financial relationship to existing and potential members
  • Proven ability to generate new business by outbound calling and by reaching out to the local community through credit union events and functions.
  • Excellent oral and written communication skills with exceptional influencing skills.
  • Ability to work effectively as a team member.
  • Strong analytical and problem solving skills.
  • Demonstrate problem-solving, teamwork abilities and ability to be proactive.

Democracy Federal Credit Union is an Equal Opportunity Employer

Democracy Federal Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics or veteran’s status. In addition to federal law requirements, Democracy Federal Credit Union complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Democracy FCU participates in E-Verify.