Dade County Federal Credit Union · 10 hours ago
Financial Services Representative I - Miami Gardens
Miami Gardens, Miami, FL, US
Full-time
Onsite
Entry Level
$20.50/hr - $20.50/hr
2+ years expDade County Federal Credit Union is seeking a Financial Services Representative I to provide quality customer service to members by cross-selling products and services that meet their financial needs. The role requires the ability to travel throughout the branch network and involves processing financial transactions, managing account openings, and supporting branch sales objectives.
BankingFinancial ServicesFinTech
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
Process 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 identify members’ identity before conducting any transaction and verify 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
Has a thorough understanding of credit union loan products and handles loan applications, including but not limited to accepting the loan application with all the required information, preparing the loan for underwriting and completing the funding process
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
Qualification
Required
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 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
Preferred
Two or more years experience preferred in financial sales environment
Bilingual: English and Spanish, Highly Desirable
Company
Dade County Federal Credit Union
Dade County Federal Credit Union provides financial and banking services.
201-500 employees
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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