Financial Services Representative I - Pembroke Pines
Company: Dade County Federal Credit Union
Location: Pembroke Pines
Posted on: April 2, 2026
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Job Description:
Financial Service Representative - Pembroke Pines Branch
Location: 179 N. Hiatus Road Pembroke Pines, FL 33026 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.
Keywords: Dade County Federal Credit Union, Miami , Financial Services Representative I - Pembroke Pines, Customer Service & Call Center , Pembroke Pines, Florida