Financial Services Representative I - Miami Gardens

Dade County Federal Credit Union; Miami (FL); On-site; USD 2,330,000 - 3,318,000; Full time

Job summary

Dade County Federal Credit Union is seeking a Financial Service Representative for the Miami Gardens Branch. The role focuses on delivering quality member service, cross-selling financial products, and supporting branch sales goals.

The position requires the ability to travel within a 15-mile radius to staff other branches when needed and involves handling various transactions with accuracy.

Qualifications

• Two or more years experience preferred in financial sales environment.
• Bilingual: English and Spanish, Highly Desirable.
• Intermediate PC skills required, MS Office and Windows necessary.

Responsibilities

• Provides quality customer service to members and cross-sells products and services.
• Greet members, establish rapport, and thank them; verify identity for transactions.
• Process financial transactions accurately (deposits, withdrawals, transfers, loan payments, money orders, cashier’s checks).
• Open and manage new accounts and related platform functions; address inquiries and resolve issues.
• Assist with loan applications, underwriting preparation, and funding processes.
• Support branch sales objectives by identifying cross-sell opportunities and contributing to sales goals.
• Monitor income/expenses to support branch profitability and comply with policies and BSA training.
• Assist other departments as needed and adhere to all Credit Union procedures.

Skills

Financial sales

Customer service

Bilingual English/Spanish

Education

High school diploma

Tools

MS Office

Windows

Job description

Financial Service Representative – Miami Gardens Branch

Location: 20645 NW 2nd Ave, Miami Gardens, FL 33169

Starting Salary: $20.50 per hour

Summary

To provide quality customer service to our members by cross-selling products and services that meet our members’ financial needs. Please note: Financial Services Representatives I must have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary within a 15 mile radius. On an exception basis may need to cover a branch further than a 15 mile radius of their home branch.

Essential Duties & 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.

Requirements

• Two or more years experience preferred in financial sales environment
• 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.
• Bilingual: English and Spanish, Highly Desirable

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.