Financial Service Advisor - Washington, DC

  • Provides exceptional service to all customers by demonstrating, following, and supporting the Internal and External Service Promises and standards, along with the Credit Union Mission, Vision and Values.
  • Provides information about accounts, products and services and Credit Union policies, procedures and programs
  • Opens and closes all types of accounts including Savings, Checking, Certificates of Deposits and IRAs, etc.; orders checks for member accounts and provides/prepares ACH related and other pertinent forms; processes stop payment orders
  • Answers questions and solves problems for members by actively listening, conducting research, securing answers and reporting results to the appropriate personnel. Resolves member bookkeeping and checking account problems.
  • Performs file maintenance and account changes as needed including renewing and updating Certificate accounts
  • Assists members with familiarization of Credit Union’s website, online banking and other electronic banking channels.
  • Receives and directs members and telephone calls. Responds to inquiries and questions, or directs them as necessary.
  • Interviews loan applicants, gathering all the required information necessary to make a loan decision while explaining loan options, rates, terms and collateral requirements. Evaluates and discusses loan alternatives.
  • Processes and disburses loan requests including VISA
  • Consistently follows up on pending loans while making clear Loan Notes about the status of all loans. Follows guidelines associated with canceling loans from individual queues.
  • Makes outbound calls using designated call listings as well as own initiative for the purpose of uncovering member needs and increasing loan and membership portfolios.
  • Researches, responds to and resolves member requests and questions promptly, courteously and professionally.
  • Keeps members informed of Credit Union services, products and policies.
  • Maintains and projects the Credit Union's professional image.
  • Assists area personnel and departments as required.
  • Keeps supervisor informed of area activities and significant problems.
  • Completes required reports and records accurately and promptly.
  • Attends and participates in meetings as required.
  • Actively and professionally cross sells Credit Union products and services.
  • Performs Quality control on all new accounts and disbursed loans.
  • Performs related clerical duties as needed.
  • Ensures work area is clean, secure, and well maintained.
  • Additional duties and responsibilities as deemed appropriate, may be assigned by Management  

High school graduate or equivalent. Minimum TWO (2) years financial institution experience, preferably as a Financial Service Representative or Financial Service Advisor.

Must be familiar with and able to use general office equipment and Microsoft software applications. Knowledge of Credit Union policies and procedures. Basic understanding of Credit Union operations. 

Talk to us about joining the FedChoice Team. Please e-mail your resume to or fax to (301) 699-6148. All positions require background and credit checks.