Principal Financial Services Representative Thistle Services LLC Newport News, VA Job Details Contract $20

•$25 an hour 1 hour ago Qualifications MLO License Financial sales Teamwork Compliance with loan regulations Underwriting Sales referrals Regulatory compliance High school diploma or GED Professional development support Bachelor's degree Financial product expertise Asset allocation strategy Mentoring Certified Notary Public Client referrals Solution selling approach Automotive financing assistance

Full Job Description Principal Financial Services Representative Location:

Newport news, VA (on site 5 days a week)

•Need local only

Financial Duration:

6 Month C2

H Mode of Interview:

Skype Job Summary:

(onsite 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) Serves as the branch network's top-tier financial services professional, delivering advanced consultative guidance and holistic financial conversations to members with complex borrowing, home equity, and investment needs. Maintains deep working knowledge of mortgage lending, home equity/HELOC solutions, and investment and financial planning concepts sufficient to identify member needs, lead informed financial planning conversations, and generate high-quality referrals to Langley's Mortgage, Consumer Lending, and Investment Services partners. Acts as a trusted advisor and technical resource for branch teams, elevating referral quality and strengthening collaboration between retail, lending, and investment teams to deepen member relationships and support Langley's growth strategy.

Essential Functions, Duties, and Responsibilities:

Engages members in comprehensive financial planning conversations spanning deposits, credit, mortgage, home equity, and investment needs, identifying opportunities across the full member relationship. Serves as the branch's subject-matter resource on mortgage products, HELOC and home equity solutions, and investment and wealth management concepts, providing accurate, compliant, referral-ready guidance. Builds and manages a high-quality referral pipeline to Langley's Mortgage Loan Officers and Investment/Wealth Management partners, coordinating warm handoffs, complete documentation, and consistent follow-through, and converts member needs identified by any branch teammate into a scheduled consultation. Partners cross-functionally with Mortgage, Consumer Lending, and Investment Services teams to strengthen referral processes and track referral outcomes and conversion rates. Processes consumer loan products, including personal loans, auto loans, home equity lines of credit, and credit cards, in accordance with credit union policy and lending regulations. Meets or exceeds referral, sales, and production goals for mortgage, HELOC, and investment referrals alongside core member service and sales goals, using consultative selling techniques and proactive member outreach. Mentors FSRs and Senior FSRs on complex product knowledge, consultative selling techniques, and referral best practices, and leads branch-level training on mortgage, HELOC, and investment referral topics. Assists members with complex account and loan-related needs, including escalated research and issue resolution, and educates members on digital banking services. Identifies suspicious activity to support fraud prevention and detection, and supports audits and compliance reviews to ensure adherence to credit union policies and regulatory requirements. Documents member interactions, financial planning conversations, and referral outcomes accurately, maintains strong communication with peers, leadership, and business partners, and works at other branch locations as needed to support operational requirements. 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. Warm Regards.. Vikrant Kaushik Sr. Talent Acquisition Specialist (213) 640-6403 ext 803 linkedin.com/in/vikrant-kaushik-tech www.thistleservices.com 15904 E Thistle Dr, Fountain Hills, AZ 85268 IT Staffing | Engineering & Technology | Healthcare Staffing | Childcare Staffing Connecting exceptional talent with exceptional organizations.

Pay:

$20.00

•$25.00 per hour

Work Location:

In person