Financial Service Specialist - WPB
Tropical Financial Credit Union 14 reviews - West Palm Beach, FL

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Tropical Financial Credit Union is looking for a Bilingual (English and Spanish) Financial Service Specialist representative in our West Palm Beach Branch. The Individual in the job will be responsible for assisting Tropical Financial Credit Union in the achievement of its purpose of guiding members successfully through the financial marketplace. This position is responsible for performing a broad range of teller, loan and lead worker functions in a branch open six days a week.

GENERAL RESPONSIBILITIES: This position is responsible for all duties relating to the opening, processing and maintenance of member accounts, cross selling of Credit Union products and services, monitoring all aspects of the teller area, assisting in the consumer lending functions, ensuring adherence to policies, procedures, dual control, security and compliance, and providing high quality member service.

CUSTOMER SERVICE / SALES: Identify and resolve Member issues, Cross –sell Credit Union products and services, Open and complete new accounts (including IRA’s), process Deposit Accounts and Certificate of Deposit Disclosures, process all teller transactions, balance and maintain the ATM, oversee Night Depository, contact members as necessary, assist with sales calls for new deposit / loan business and quote saving rates

LENDING: Originate consumer loan, Mortgage referrals to Mortgage Loan Officer

ADMINISTRATIVE: Ensure compliance with Credit Union policies and procedures, ensure compliance with State and Federal regulations, ensure total data / document integrity, manage teller workload / workflow, attend regular office meetings, attend educational / training seminars, maximize office security, provide telephone cover as required, recommend service / delivery enhancements, recommend improvements to procedures, assist with procurement procedures, self-learn / knowledge of Citrix, Word, Excel.

BSA Compliance - every employee is required to uphold the credit union’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions within TFCU will take into consideration the awareness of unusual or suspicious activity that is relevant to the department.
In addition to any other assigned training courses, online BSA and OFAC courses must be completed at least annually, as made available by the Training and/or Compliance Departments.
Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, OFAC, Fair Lending and Credit Card Act.
Comply with all TFCU policies and procedures to ensure compliance with such regulations.
Performs other duties as required with or without accommodation.

REQUIRED EDUCATION, TRAINING AND EXPERIENCE: High school education or equivalent preferred, 2 years relevant Financial Services experience, 3 years customer service experience, proven organizational skills, ability to analyze financial data, motivator and team player, knowledge of Credit Union products and services, working knowledge of computers, strong clerical skills.

Candidate MUST be fluent in both English and Spanish.


PHYSICAL REQUIREMENT: Verbal phone ability, hearing, sitting at desk, standing at teller counter
MENTAL REQUIREMENTS: Understanding verbal and written communication, grammar, computers
TOOLS AND EQUIPEMENT USED: Computer, printer, fax, telephone, copier
WORKING CONDITIONS: Normal Credit Union Office Environment

About this company
14 reviews
TFCU has been offering quality products such as refinance commercial loans, business real estate, business loans for real estate, commercial...