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Alive Credit Union

Financial Institution Teller/Member Service Representative w/ Experience

Career Insights for Financial Services Representative

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Based on Florida data

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$68,234 / year median in Florida

+5% projected growth

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Job Description

Serve as a liaison between the member and the Credit Union. Perform routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers and check cashing. Responsible for providing account information, opening new accounts, and professionally handling the member's daily Credit Union needs. Ensure compliance with all state and federal regulations and laws including, but not limited to The Bank Secrecy Act. Understand compliance issues and attend training as they relate to the position.
EDUCATION AND/OR EXPERIENCE
Associates degree from college or university, one year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. Work will require knowledge of all Credit Union policies and procedures and all branch services and products. Knowledge of the Credit Union movement preferred.
Job Type:
Full-time Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Retirement plan Tuition reimbursement Vision insurance
Education:
High school or equivalent (Preferred)
Experience:
Banking:
2 years (Preferred) Cash handling: 2 years (Required) Customer service: 2 years (Required)
Work Location:
In person