Financial Services Representative I - South Branch

Location: 20295 S. Dixie Highway, Miami, FL 33189

Starting Salary: $20.50 per hour

About the role

To provide quality customer service to our members by cross-selling products and services that meet our members’ financial needs. Financial Services Representatives must have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary within a 15-mile radius. On an exception basis, may need to cover a branch further than a 15-mile radius of their home branch.

Responsibilities

• Possess thorough knowledge of Dade County Federal Credit Union products and services.
• Establish good rapport with members by greeting them, using their name, offering additional assistance, and thanking them.
• Process all financial transactions and member inquiries accurately and timely, 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 (e.g., identification, cash, checks) to prevent fraud or identity theft.
• Manage new account openings and all related platform functions, 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.
• Understand credit union loan products and handle loan applications, including accepting the loan application with all required information, preparing the loan for underwriting, and completing the funding process.
• Support branch sales objectives by recognizing opportunities to cross-sell credit union products and services, contributing to overall sales goals, and strengthening member relationships.
• Exhibit financial responsibility in monitoring income and expense levels and contribute to the profitability of the branch.
• Adhere to all Credit Union Policies and Procedures as set forth in Credit Union manuals.
• Willingly assist all departments as requested.
• Comply with all Bank Secrecy Act (BSA) regulations and standards, including attending all required BSA training.
• Perform all other related duties as required.

Requirements

• Two or more years of experience preferred in a financial sales environment.
• High school diploma or equivalent required.
• Intermediate PC skills required, including MS Office and Windows.
• Excellent written and verbal communication skills.
• Detailed-oriented with strong mathematical skills.
• Ability to travel throughout the branch network to provide staffing assistance at all branch locations.
• Bilingual: English and Spanish, required.

Schedule

Schedule includes extended branch and Saturday hours.