Financial Services Representative

6 hours ago


West Palm Beach, Florida, United States Flagler CU, a division of Dort Financial Credit Union Full time

About the Role:

Flagler Credit Union, a division of Dort Financial Credit Union, is seeking a highly skilled and customer-focused individual to join our team as a Personal Banker. As a key member of our team, you will be responsible for providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships through personalized financial guidance.

Key Responsibilities:

  • Conduct financial counseling sessions with members to understand their financial needs and goals.
  • Provide education on effective money management, loan options, and credit score improvement.
  • Assist members in selecting the best financial products and services to meet their needs.
  • Reconcile member issues and accounts in a timely and professional manner.
  • Build and maintain strong relationships with members through regular communication and follow-up.

Requirements:

  • High School Diploma or GED required; Bachelor's degree preferred.
  • At least one year of experience in customer-facing roles, preferably in the financial industry.
  • Must be bondable and possess a working knowledge of Microsoft Office or similar software.

What We Offer:

  • A competitive benefits package, including medical, dental, and vision insurance.
  • Life/ADD and Disability Insurance, Supplemental Life insurance for employee/spouse/dependent.
  • HSA and FSA plans, tuition reimbursement for full-time team members.
  • LegalShield, Pet Benefits, Employee Assistance Program, Telemedicine.
  • A matching 401(k) including a safe harbor, a referral bonus program, and paid time off including holidays.

Join Our Team:



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