Dade County Federal Credit Union · 1 month ago
Financial Services Representative I - Miami Gardens Walmart
Dade County Federal Credit Union is seeking a Financial Services Representative for their Miami Gardens Walmart Branch. The role involves cross-selling credit union products, providing account services, and resolving member inquiries while maintaining a positive and professional representation of the credit union.
BankingFinancial ServicesFinTech
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
Qualification
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
High school diploma or equivalent required
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
Preferred
Bilingual: English and Spanish, Highly Desirable
Company
Dade County Federal Credit Union
Dade County Federal Credit Union provides financial and banking services.
Funding
Current Stage
Growth StageTotal Funding
$4.96MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $4.96M
Recent News
2025-04-04
Miami's Community News
2024-05-20
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