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Financial Services Representative

2 months ago

Rockledge, Florida, United States Community Credit Union of Florida Full time
Job Summary

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Community Credit Union of Florida. As a key member of our staff, you will be responsible for providing exceptional service to our members, assisting with financial transactions, and promoting our products and services.

Key Responsibilities
  1. Member Service: Provide timely and accurate assistance to members with their financial transactions, including deposits, withdrawals, and loan payments.
  2. Product Knowledge: Stay up-to-date on our products and services, including credit cards, loans, and deposit accounts, and make recommendations to members as needed.
  3. Customer Relations: Build strong relationships with members, understand their financial needs, and provide personalized solutions to meet those needs.
  4. Operational Tasks: Perform routine tasks, such as balancing cash drawers, processing night depository duties, and maintaining accurate records.
  5. Security and Compliance: Adhere to security protocols and regulatory requirements, including the Bank Secrecy Act and Anti-Money Laundering regulations.
  6. Teamwork: Collaborate with colleagues to achieve departmental goals and objectives, and contribute to a positive and productive work environment.
Requirements
  • Education: High school diploma or equivalent, with two or more years of related experience and/or training.
  • Skills: Effective sales experience, intermediate computer skills, and strong math skills.
  • Knowledge: Intermediate knowledge of state and federal banking compliance regulations and credit union operational policies.
  • Personal Qualities: Excellent communication and interpersonal skills, with the ability to work with moderate supervision and as part of a team.