What are the responsibilities and job description for the Financial Services Representative I - Downtown Branch position at Dade County Federal Credit Union?
Financial Service Representative - Downtown Branch
Location:
111 NW 1st Street
Miami, FL. 33128
Starting Salary:
Starting at $20.00 per hour
Summary:
Responsibilities include cross-selling credit union products and services that meet our member’s financial needs. Candidate will provide account services and resolve member inquiries. This is a high contact position requiring the ability to communicate face to face effectively with prospective/current members and to represent the credit union in a positive and professional manner. Candidate will also be part of the Float Staff which requires to go to various branches as needed.
Essential Duties & Responsibilities:
- Process all financial transactions and member inquiries in an accurate and timely manner.
- Accepts sales goals and understands the role played in achieving branch’s sales goals.
- Establishes good rapport with members.
- Possesses thorough knowledge of Dade County Federal Credit Union products and services.
- Recognizes selling opportunities and effectively cross-sells credit union products and services to build member relationships.
- Performs new account openings and all other related platform functions.
- Has a thorough understanding of credit union loan products and handles all loan applications, including but not limited to accepting the loan application with all the required information. .
- Obtains all required licenses as established by Credit Union.
- Handles inquiries, concerns and requests from members and employees.
- Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
- Willingly assists all departments as requested.
- Complies with all Bank Secrecy Act (BSA) regulations and standards. Attends all required BSA training.
- Willing to assist in any other areas as requested.
Requirements:
- 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.
- High school diploma or equivalent required.
- Bilingual: English and Spanish, Highly Desirable
Dade County Federal Credit Union requires certain positions to obtain a Florida 2-11 Credit Life/Credit Disability License in order to perform the duties required of the position. DCFCU is responsible for fees associated with this licensing process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Salary : $20
