Personal Service Advisor- Delray Beach

Power Financial Credit Union, voted Top Workplaces by Sun Sentinel, 2017, 2018 and 2023. We have been voted Best Credit Union in Miami-Dade for the third consecutive year (2023, 2024 & 2025). Ranked in the top 50 highest performing Credit Unions in the US (top 3% nationwide). 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 (FPL) employees, to the present day of serving over 30 communities in Southeastern Florida. Power Financial Credit Union provides a stimulating work environment that is both productive and enjoyable. We are currently searching for a dynamic, Full -Time Personal Service Advisor to join our Credit Union family. This position will be based in our Delray Beach Branch location. Consider joining our amazing family! This role 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 of transactions, balancing daily, and maintaining cash limits 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.

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 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. 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 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) refer 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. Perform all other duties as assigned.

TO BE CONSIDERED YOU WILL NEED

High School graduate or GED equivalent required. Minimum of one year customer 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 conversations with members. We are looking for someone who is available to be scheduled during the branch's operating hours, as follows: Monday through Friday, 8:00 a.m. - 5:30 p.m. Saturdays 8:00 a.m. - 1:30 p.m. Equal Opportunity Employer (EOE)/

Veterans/Disabled/ Drug-Free Workplace Job Type:

Full-time Pay:

From $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 Professional development assistance Referral program Tuition reimbursement Vision insurance

Education:

High school or equivalent (Required)

Experience:

Customer Service:

1 year (Required) Retail /

Sales:

1 year (Preferred) Banking /

Financial Services:

1 year (Preferred) Ability to

Relocate:

Delray Beach, FL 33484: Relocate before starting work (Required)

Work Location:

In person