Financial Services Representative I - Main Branch

Essential Duties & 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.
• Processes 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 identifies members' identity before conducting any transaction and verifies 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.
• 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.

Requirements

• Two or more years experience preferred in financial sales environment
• 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 detail-oriented and display excellent mathematical skills

Schedule

• To include extended branch and Saturday hours

Benefits

Bilingual: English and Spanish, Highly Desirable

Pay

$20.50 per hour