Why join the The Partnership FCU Family?

Does your CEO know you by name?  Do you want a career, and not just a job?  Would you like to join an organization that pays above market salaries and offers exceptional benefits?  Then it is time for you to join The Partnership Federal Credit Union where you'll enjoy the big company perks you need, with the small company feel you want.

Here at The Partnership Federal Credit Union, we believe that to be true which is why we highly value teamwork and collaboration among our employees. We are looking for new employees to join our team, who have a high degree of integrity, are dedicated and respectful, and who want to advance professionally at a fast growing company in the DC Metro area.

One team, one dream. Our mission is to build value through partnership for people who advance and promote the interests of the public and we strive to be their preferred financial partner. As a high-performing organization, we offer a work environment that is designed to attract and retain valuable employees who are passionate about our mission. 

What’s in it for you?  This is important because your career needs to be win-win. Our employees enjoy a highly competitive compensation program, comprehensive employee benefit plan options (including medical/dental/vision insurance), 401(k) plan with employer match, and a smorgasbord of benefits and perks, including:

  • Tuition reimbursement, because your education and professional development  is important to you, so it’s important to us;
  • Access to an on-site subsidized cafeteria and fitness center, because balance is key;
  • Commuter benefit reimbursement, because we want to help you get here;
  • Numerous opportunities for recognition, because hard work deserves a pat on the back;
  • The ability to grow both in your development and throughout the organization… just ask one of our employees, many of which started in a different position than they are in now;
  • Convenient office locations in Arlington, VA and Alexandria, VA, both steps away from a metro stop.  
Founded:  2009 Headquartered:  Arlington, VA
Phone:  (800) 285-3286 Website:  www.thepartnershipfcu.com
Financial Services Representative
Location:
3503 Fairfax Dr
Arlington, VA 22201
United States of America
Department:
Member Experience
Full/Part Time:
Full Time
Workplace Type:
Years of Experience:
2 - 5 Years
Level of Education:
Associate's Degree
Shift:
Day Shift

Description:

Why join the The Partnership FCU Family?

Does your CEO know you by name?  Do you want a career, and not just a job?  Would you like to join an organization that pays above market salaries and offers exceptional benefits?  Then it is time for you to join The Partnership Federal Credit Union where you'll enjoy the big company perks you need, with the small company feel you want.

Here at The Partnership Federal Credit Union, we believe that to be true which is why we highly value teamwork and collaboration among our employees. We are looking for new employees to join our team, who have a high degree of integrity, are dedicated and respectful, and who want to advance professionally at a fast growing company in the DC Metro area.

One team, one dream. Our mission is to build value through partnership for people who advance and promote the interests of the public and we strive to be their preferred financial partner. As a high-performing organization, we offer a work environment that is designed to attract and retain valuable employees who are passionate about our mission. 

What’s in it for you?  This is important because your career needs to be win-win. Our employees enjoy a highly competitive compensation program, comprehensive employee benefit plan options (including medical/dental/vision insurance), 401(k) plan with employer match, and a smorgasbord of benefits and perks, including:

  • Tuition reimbursement, because your education and professional development  is important to you, so it’s important to us;
  • Access to an on-site subsidized cafeteria and fitness center, because balance is key;
  • Commuter benefit reimbursement, because we want to help you get here;
  • Numerous opportunities for recognition, because hard work deserves a pat on the back;
  • The ability to grow both in your development and throughout the organization… just ask one of our employees, many of which started in a different position than they are in now;
  • Convenient office locations in Arlington, VA and Alexandria, VA, both steps away from a metro stop.  

Financial Services Representative

 

About you. You’re a people person with a servant’s heart. You’re cheerful (most of the time), adaptable (all of the time), and have been known to be a good listener (active listeners are a plus!).

 

Ask yourself the following questions. Do you thrive on helping people solve their problems and making their day better? Are you patient enough to explain to your grandmother how to use her iPhone? Do you want to help grow the bottom line of the organization while guiding members toward the right product or service to meet their needs?

 

If the answers are a resounding “yes!”  Please consider joining us on the front lines! We are looking for a dynamic Financial Services Representative who will be responsible for providing a superb member experience in a progressive and innovative environment. Our FSR team is the backbone of the organization, rising to every challenge and providing outstanding service with a friendly voice. 

What exactly does this position do?:

  • Provide professional, courteous, accurate and efficient service to all members through all communication touch points of the credit union.
  • Perform basic research to solve member problems within required time frames; refer problems beyond his/her authority to supervisor including recommendations for solutions.
  • Handle all in-branch or over the phone account transaction/servicing requests from members. 
  • Receive and process member financial transactions, including deposits, withdrawals and loan payments.
  • Determine cash requirements for branch and maintain accurate inventory and records when assigned.
  • Balance vault and cash drawer and daily transactions accurately and timely when assigned. Ensure all required paperwork and documentation is accurately completed and submitted, adhering to the Credit Union’s policies and procedures.
  • Identify need-based sales opportunities and offer appropriate education, products, and services to members utilizing the Cross Sell Platform, credit bureau report, and member data; document all sales efforts in the Contact platform and loan documents.
  • Actively participate in training sessions, create and utilize self-development plan and complete all assigned courses within required timelines.
  • Perform other duties as assigned to drive the mission and fulfill the vision!

 To become part of the team, submit your resume and cover letter for this fantastic opportunity today!

 About The Partnership FCU: We proudly serve employees, retirees and their families of the Federal Deposit Insurance Corporation (FDIC), National Science Foundation (NSF), Fannie Mae, Fairfax City Government and the United States Secret Service Headquarters (USSS). It is through these strong and dedicated sponsor partners that we are able to grow in services and offer our members the most competitive products and rates! The Partnership Federal Credit Union is an equal opportunity employer. We select candidates for employment based on knowledge, skills and abilities that are relevant to job performance. We do not discriminate on any basis prohibited by federal, state or local law. For more information about The Partnership FCU, visit our website at www.thepartnershipfcu.com.

Skills:

What qualities should the ideal candidate have?

  • A genuine passion for helping people and providing exceptional customer service.
  • Self-motivation, drive, and a willingness to go above and beyond.
  • Excellent communication skills including telephone, written and verbal/interpersonal skills.
  • A high school education or GED, College degree or some college preferred.
  • 2+ years of retail, customer service, sales or brand ambassador experience required, banking experience preferred.

Language Requirements:
Manages Others:
Travel Required:
Pay Range:
$18.50 USD to $19 USD per
Pay Comments:
Benefits:
Commuting/Parking Assistance
Dental Insurance
Disability Insurance
Employee Assistance Plan
Health and Wellness Programs
Life Insurance
Medical Insurance
Mental Health Coverage
Paid Time Off
Prescription Drug Coverage
Retirement Savings and Planning
Tuition Assistance
Vision Insurance
Snacks, Fitness Center, Cafeteria
Version 1.56.8.36069 updated 4/24/2024 8:02 PM