Financial Services Representative I - Miami Gardens Walmart jobs in United States
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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

Financial transactions processingCross-selling productsLoan productsPC skillsBilingual EnglishBilingual SpanishMathematical skillsCommunication skillsDetail-oriented

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

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Dade County Federal Credit Union provides financial and banking services.

Funding

Current Stage
Growth Stage
Total Funding
$4.96M
Key Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $4.96M
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