Financial Services Representative

6 days ago


Miami Gardens, Florida, United States Educational Federal Credit Union Full time
Job Description

We are seeking a highly skilled Financial Services Representative to join our team. As a key member of our staff, you will provide exceptional service to our members by serving as a consultant on deposit and loan transactions, resolving issues accurately and in a timely manner, and identifying members' needs for Credit Union products and services.

Duties include:

  • Processing various types of transactions, including cash and non-cash deposits, withdrawals, loan payments, transfers, cash advances, cashier's checks, savings bonds, IRA deposits, CD withdrawals, etc.
  • Servicing member accounts by preparing necessary paperwork for wire transfers, processing stop payment requests, direct deposit payroll request forms, new/lost/stolen cards, check orders, temporary checks, and assisting with Online Banking setup.
  • Maintaining awareness of all current promotions or campaigns and discussing basic features and benefits of all credit union products and services.
  • Maximizing every member contact as an opportunity to identify what Credit Union products and services would be beneficial to them and making appropriate referrals.
  • Serving as a lobby leader and directing walk-in members to the appropriate information source to ensure maximum lobby efficiency and minimize member waiting time.
  • Traveling throughout the branch network to provide staffing assistance at all branch locations when necessary.

Our ideal candidate has 1 year of experience in cash handling and customer service, preferably in a banking environment. We offer a competitive salary of $15.01 per hour, plus a range of benefits including 401(k) matching, dental insurance, employee assistance program, employee discount, health insurance, life insurance, paid time off, retirement plan, tuition reimbursement, and vision insurance.



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