Member Service Associate & Cross-Sell Specialist

Jimmy Jazz; Florida; On-site; USD 32,000 - 42,000; Full time

Job summary

Tropical FCU in Miramar, FL is seeking a Member Service Assistant to deliver world-class service, assist with accounts, and cross-sell products. This role supports branch operations, handles transactions, and participates in outbound calls to promote offerings and engage members.

The position requires high school completion, strong communication skills, and a customer-focused mindset to meet performance metrics and contribute to member satisfaction.

Qualifications

• Experience in customer service within financial services preferred.
• Ability to process transactions accurately and maintain compliance.
• Strong communication and interpersonal skills.

Responsibilities

• Greet members and provide world-class service in person.
• Assist with opening/closing accounts and handling transactions.
• Promote and cross-sell credit union products based on member needs.
• Make outbound calls to promote offerings and schedule appointments.
• Support branch operations and ensure regulatory compliance.

Skills

Customer service

Sales referrals

Outbound calling

Communication skills

Cross-selling

Education

High school

Job description

Tropical FCU in Miramar, FL is seeking a Member Service Assistant to deliver world-class service, assist with accounts, and cross-sell products. This role supports branch operations, handles transactions, and participates in outbound calls to promote offerings and engage members.

The position requires high school completion, strong communication skills, and a customer-focused mindset to meet performance metrics and contribute to member satisfaction.