Financial Services Representative I - Miami Gardens Walmart

Dade County Federal Credit Union; Florida; On-site; USD 42,000 - 47,000; Full time

Job summary

Dade County Federal Credit Union in Doral, FL seeks a Regular Full-Time Financial Services Representative I to provide quality member service and cross-sell products. The role requires traveling to branch locations within a 15‑mile radius to staff locations as needed.

Responsibilities include handling transactions, opening accounts, processing loan applications, and supporting sales goals while maintaining policy compliance and BSA training.

Qualifications

• 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.
• Excellent written and verbal communication skills.
• Detail oriented with strong mathematical skills.
• Schedule to include extended branch and Saturday hours.
• Ability to travel throughout the branch network within 15 miles.
• Bilingual: English and Spanish, Highly Desirable.

Responsibilities

• Provide quality customer service to members and cross-sell products.
• Travel throughout branch network to staff all locations within 15 miles.
• Process financial transactions accurately: deposits, withdrawals, transfers, loans.
• Identify members and verify authenticity of items to prevent fraud.
• Manage new accounts and related platform functions; handle inquiries.
• Handle loan applications, underwriting preparation, funding processing.
• Support branch sales goals and strengthen member relationships.
• Monitor income and expenses; contribute to branch profitability.
• Adhere to Credit Union policies and BSA regulations; attend training.
• Assist other departments as requested; perform related duties.

Skills

Customer service

Communication skills

Detail oriented

Mathematical skills

Bilingual: English/Spanish

Education

High school diploma or equivalent

Tools

MS Office

Windows

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regular Full-Time Main, Doral, FL, US

$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.

• 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.