TEKsystems is currently seeking qualified candidates for an entry-level Financial Service opening with a Fortune 100 Financial Institution in Winchester, VA!Objective: To provide consultative financial counseling and debt management services for the membership to mitigate financial loss to the institution. Work on assignments that are semi-routine in nature. Follow established procedures, requiring limited instruction on new assignments. Work under minimal supervision. Description:
Provide financial counseling and administer debt management services for members
Interview members to assess their financial situation and determine the appropriate level of counseling required (e.g. productive, preventative, or remedial)
Provide budgetary counseling and assist with developing personal budgets; determine member's qualifications for Personal Finance Management assistance programs
Actively listen to member's unique financial situations; ensure interactions are not perceived as cross-selling opportunities of preferential treatment
Analyze member debts to Navy Federal Credit Union and other creditors
Restructure credit terms and conditions for debt repayment; calculate payment offers and employ negotiation tactics; submit to senior team member/leadership for approval
Recommend loan and/or credit card extensions, reduced interest rates, and refinances; submit to management for approval
Counsel members through difficult decisions, including bankruptcy filings, by recommending alternative solutions
Process payment reversals and submit closure for revolving lines for credit
Review data in system; research missing payments
Initiate and/or respond to members, vendors, and other financial institutions via various communication channels
Ensure compliance with internal and external documentation and disclosure requirements
Ensure member contact information is up to date; and detailed, chronological records are maintained on each member interaction including actions taken
Present personal finance management and budgeting class/workshop presentations
Stay abreast of and ensure compliance with applicable federal and state laws, rules, and regulations to include Regulations B and Regulation Z, Truth in Lending criteria, UDAAP, and FDCPA guidelines
Participate in continuing education training pertaining to financial literacy and education
Perform other duties as assigned
Work Environment:
Hybrid work schedule
All equipment provided
Hands-on training and development provided
Room for long-term advancement into department specific sectors of Financial Service with a Fortune 100 Financial Institution
Campus amenities included
About TEKsystems:We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.#priorityeastAbout TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.