Role : Financial Services Representative

Role : Financial Services Representative 

Location: Newport news, VA (on site 5 days a week. Must be open to working 2 Saturdays a month – will have a day off during the week on the week they work a Saturday)

Client: Langley Federal credit Union 

Duration: 3 Month C2H

 Target titles/backgrounds:
o    Relationship Manager
o    Premier Banker
o    High-level Member Service Rep III with significant branch/product experience
o    Potential Assistant Branch Manager who wants to move back into an individual-contributor role
•    Nicole is open to nontraditional profiles if the skill set translates.
•    Financial Advisors could possess the product knowledge, but licensing becomes problematic because Langley has its own investment department and may not be able to hold/sponsor their licenses
Qualifications

• High School diploma or its equivalent required. Bachelor's degree in business, finance, management, or a related field preferred.
• Minimum of five years of experience in a financial institution, including demonstrated experience as an FSR, Senior FSR, or comparable consultative sales and member advisory role, required to include:
• Demonstrated success in consultative selling, with a proven track record of generating high-quality referrals across lending and investment products.
• Experience with and strong working knowledge of mortgage loan products, general underwriting concepts, and home equity/HELOC lending, guiding member conversations and identifying referral opportunities.
• Working knowledge of investment and financial planning concepts, including account types, asset allocation basics, and retirement planning, sufficient to hold informed conversations and identify referral opportunities.
• Experience with and strong knowledge of financial products and services, including deposit accounts, consumer lending products, IRAs, and digital banking platforms.
• Working knowledge of financial regulations, including BSA, USA PATRIOT Act, and related federal and credit union standards.
• Mentorship and development of peers in accountability and service excellence.
• Required Credentials and Certifications, to include:
• Current Notary Public commission, or the ability to obtain one within six months of hire.
• Active NMLS license in good standing, or the ability to obtain one within 60 days of hire.
• Completion of Langley's internal mortgage, HELOC, and investment referral certification pathways within an established period of hire.

Thanks & Regards,

Pramod Nayak || Tekinspirations

Team Lead–Recruitment

Specialized: - SAP|| Oracle HCM/Peoplesoft  HCM || Workday HCM| Oracle HRMS || NETSuite

Email:  || Phone:

Hangout:

Connect on LinkedIn: