JUNO BEACH

/ Palm Beach Gardens Power Financial Credit Union•3.8 Juno Beach, FL Job Details Full-time $19 an hour 11 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Life insurance Referral program Qualifications Microsoft Word Financial sales Cash amount verification Financial services customer support Microsoft Excel Promoting products Customer service Writing skills Sales referrals Basic math Client rapport building Promoting bank products High school diploma or GED Attention to detail Needs-based selling Data entry Relationship building in financial sales Promoting bank services Quality data entry Customer data entry Full Job Description Power Financial Credit Union, voted Top Workplaces by Sun Sentinel, 2017, 2018 and 2023. Ranked in the Top 50 highest performing Credit Unions in the US and #1 in Florida by S&P Global Market Intelligence. Currently, we operate 7 branches in Miami-Dade, Broward, and Palm Beach counties. Since our start in 1951 we have grown from providing financial services for Florida Power and Light employees, to the present day serving over 30 communities in Southeastern Florida. Power Financial Credit Union provides a stimulating work environment that is both productive and enjoyable. We invite you to consider joining our winning team! We are currently searching for a dynamic Full-Time Personal Service Advisor to join our Credit Union family. This position will be working out of our Palm Beach Gardens/Juno Beach Branch location but may assist at times with other branches as needed. This position is responsible for an array of universal duties associated with both the Teller Line and the Platform. This will include accurately processing member account requests and transactions, day-to-day branch operations duties, ability to learn and promote PFCU products and services and adhering to all BSA Compliance rules and regulations . Responsible for accurately and efficiently processing transactions, balancing daily and maintaining cash within approved limits. Explains, promotes, refers, and sells PFCU products and services. This position will serve as the first line of defense in preventing fraud and mitigating risk and will communicate effectively with all PFCU partners to ensure \"One Team, One Goal\" is always top of mind.

IN THIS POSITION YOU WILL

Provide superior member service by following PFCU member experience standards all while complying with BSA and Compliance regulations, procedures, branch security, Teller Balancing guidelines and all other PFCU policies and procedures. Ensure cash drawer, checks received, and transfers are in balance on a daily basis. Handle a myriad of Platform duties to include: 1) effectively explain, promote, refer, and sell respective PFCU products and services; 2) open and maintain a variety of accounts, products, and/or services for member after consulting on their individual needs; 3) refers members to appropriate business lines to ensure member needs are met; 4) handle basic loan requests for members; 5) ensure new and existing deposit and loan accounts meet quality control standards; 6) perform the activities required to meet production targets and 7) assist members with Safe Deposit requests as needed. Demonstrate problem solving skills and the ability to handle complex and multiple priorities. Maintain a high level of personal integrity through a friendly and professional demeanor in addition to complying with the Code of Ethics & Conduct. Ensure Net Promoter Score/NPS meets PFCU standards. While working on the Teller line, look for opportunities to build rapport with members. Listen for cues that will connect a promotion or financial solution to an expressed need. Look at the member's account profile for additional referral opportunities. Encourage members to meet with a Personal Service Advisor and other business partners. Follow up with members as needed. Handle other teller functions, such as: 1) ensure requests of all Negotiable Items (Money Orders, Cashier's Checks, Visa Gift Cards, etc.,) are processed and recorded accurately and 2) process the Night Drop, Mail and Automated Teller Machine (ATM) deposits using dual control. Perform all other duties as assigned.

TO BE CONSIDERED YOU WILL NEED

High School graduate or GED equivalent required. Minimum of one year customer service experience, preferably in a financial setting or retail setting. Two year college degree preferred.

Math Ability:

Must be able to perform basic mathematical calculations and balance cash with assistance of a calculator. Ability to perform accurate cash transactions. Ability to drive sales conversation with members.

MS Office applications:

Word and Excel, Basic to Intermediate. Demonstrated ability to improve our members' financial well-being via timely and relevant referrals. Must have strong attention to detail to include solid data entry with limited errors. Must possess the ability to remain calm, patient, objective, and professional when presented with difficult situations. Must be able to work in a time sensitive environment and communicate decisions to all stakeholders. Must have ability to communicate both orally and in writing effectively and maintain effective working relationships. Must have the ability to meet attendance standards and adhere to work schedule. Ability to build rapport with members and recommend personalized banking financial solutions. Ability to drive sales conversation with members.

Schedule:

Full time during branch hours of operation: Monday, Tuesday, Wednesday, Thursday 9:00 a.m.•4:30 p.m. and Friday 9:00am•6:00pm

Note:

(40 hours per week average, Mon.•Fri). Equal Opportunity Employer (EOE)/

Veterans/Disabled/ Drug-Free Workplace Job Type:

Full-time Pay:

$19.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Tuition reimbursement Vision insurance Application Question(s): Do you have at least one year customer service experience, preferably in a financial setting or retail setting?

Education:

High school or equivalent (Required)

Work Location:

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