Financial Services Representative I - Pembroke Pines

Dade County Federal Credit Union•Pembroke Pines, FL

4d•Hybrid

About The Position

The Financial Services Representative I provides quality customer service to members by cross-selling products and services that meet their financial needs. This role requires the ability to travel throughout the branch network to provide staffing assistance at all branch locations within a 15-mile radius, and on an exceptional basis, may need to cover branches further than 15 miles from their home branch.

Requirements

High school diploma or equivalent required.
Intermediate PC skills are required, MS Office and Windows necessary.
Candidate must have excellent written and verbal communication skills.
Candidate must be detailed oriented and display excellent mathematical skills.
Schedule to include extended branch and Saturday hours.
Candidate must have the ability to travel throughout the branch network to provide staffing assistance at all branch locations.

Nice To Haves

Two or more years experience preferred in financial sales environment
Bilingual: English and Spanish, Highly Desirable

Responsibilities

Possesses thorough knowledge of Dade County Federal Credit Union products and services.
Establishes good rapport with members by greeting them, using their name, offering additional assistance and thanking them.
Process all financial transactions and member inquiries in an accurate and timely manner such as withdrawals, deposits, issuing money orders and cashier’s checks, cashing checks, transfers, loan payments, and cash advances.
Properly identify members’ identity before conducting any transaction and verify items provided for authenticity such as identification, cash, checks, etc. to prevent fraud or identity theft.
Manages new account openings and all related platform functions while addressing member and employee inquiries, completing account maintenance, resolving service needs, escalating issues when appropriate, and conducting timely research to provide accurate and efficient feedback.
Has a thorough understanding of credit union loan products and handles loan applications, including but not limited to accepting the loan application with all the required information, preparing the loan for underwriting and completing the funding process.
Supports branch sales objectives by recognizing opportunities to cross‑sell credit union products and services, contributing to overall sales goals and strengthening member relationships.
Exhibits financial responsibility in the monitoring of income and expense levels and contributes to the profitability of the branch.
Adheres to all Credit Union Policies and Procedures as set forth in Credit Union manuals.
Willingly assists all departments as requested.
Complies with all Bank Secrecy Act (BSA) regulations and standards. Attends all required BSA training.
Performs all other related duties as required.