Associate Banker

We Florida Financial • North Miami, FL

429d

About The Position

The Associate Banker position at We Florida Financial is a part-time role focused on providing exceptional service to members by promoting and selling Credit Union services and products. The role involves proficiency in various banking functions, including teller services, administrative duties, and service delivery coordination. Employees are expected to meet sales goals, maintain technical skills, and work collaboratively in a high-volume environment.

Requirements

• High school diploma or GED
• Two years' experience in a related field with equal responsibilities
• Knowledge of cash handling procedures
• Understanding of products/services and policies/procedures
• Ability to communicate verbally with staff, members, and vendors
• Ability to follow moderately complex written and oral instructions
• Ability to prioritize multiple member requests
• Ability to present a professional image and interact with multiple departments
• Ability to work within precise standardized guidelines.

Nice To Haves

• Ability to speak French/Creole is a plus

Responsibilities

• Provide excellent member services at all times
• Process and post monetary and related transactions
• Process checks and apply appropriate holds
• Perform internal teller-related duties including identifying cross-selling opportunities
• Follow established cash drawer and cash handling procedures
• Reconcile/balance cash and transactions within guidelines
• Follow established security procedures
• Process night drop and mail deposits
• Ensure confidentiality of member account information
• Deter fraud whenever possible
• Resolve member inquiries and account disputes
• Activate new accounts and close existing accounts as needed
• Balance branch and maintain vault using established procedures
• Process cash shipments and receive/sell cash/coin
• Prepare coin/mutilated money shipments
• Balance and audit Cash Dispensing Machine
• Assist with Branch audits and coach other Associate Bankers
• Train new Associate Bankers and provide continual mentoring
• Greet members and determine the nature of their business
• Ensure timely service for members
• Demonstrate knowledge of Credit Union products/services and explain them to members
• Process member account inquiries and assist with problem resolutions
• Follow up with members utilizing the onboarding and pipeline management process.

Benefits

• Flexible scheduling
• Professional development opportunities
• Employee discounts on services
• Health insurance options

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED