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AC
Alive Credit Union
Financial Institution Teller/Member Service Representative w/ Experience
Career Insights for Financial Services Representative
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Scorecard
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
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.