Buscar empleo: 59 ofertas de trabajo de banker en Pompano Beach, Florida (octubre 2025)

We Florida Financial

Associate Banker

hace 18 días

Pompano Beach

Job Description Purpose: The primary function of this job is to provide outstanding service to members by promoting and selling Credit Union … (Banking) services and products services to new and existing members and by fully using job-relevant technical skills, maintaining/updating technical skills, and seeking to enhance service skills. This position is a three-level job progression track, which requires the employee to be proficient in one or more of the following areas: 1) provide teller services to members, 2) perform back-office teller/administrative duties, and 3) provide service delivery coordination to members. Requires the employee to be proficient in a minimum of one function within the first year of employment. Position advancement will occur when an additional skill is achieved. All front-office positions are high visibility/high volume and require the ability to make decisions within established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork. Required Core Position Functions • Responsible for meeting established sales goals for WFF products and services, • Responsible for producing sales referrals for new accounts and loans as assigned, • Utilize empowerment matrix, • Follow WFF’s service guidelines, • Possess thorough knowledge of all products and services, • Explain Credit Union products/services to members, • Refer members to appropriate departments as required, • Process member account inquiries and respond to member problems, • Assist in end-of-day processing, • Adhere to work environment maintenance standards, • Assist in maintaining membership records confidentially, • Notarize documents for members and staff, • Monitor lobby to identify potential security risks, • Perform specific and delegated duties as assigned by management Essential Functions (employee must be proficient in one or more of the following three areas): Associate Banker Function • Provide excellent member services at all times, • Process and post monetary and related transactions, • Process checks and apply appropriate holds, • Perform internal teller-related duties including identifying cross-selling opportunities and referring members to other teammates., • Follow established cash drawer and cash handling procedures, • Reconcile/balance cash and transactions within guidelines, • Follow established security procedures, • Process night drop and mail deposits, • Ensure confidentiality of member account information, • Deter fraud whenever possible, • Responsible for resolving member inquiries and account disputes, • Activate new accounts, • Close existing accounts as needed, • Knowledge of Cash Dispensing Machine operations and balancing (if applicable), • Responsible for compliance with Bank Secrecy Act and Credit Union procedures related to completion and filing of Currency Transaction Reports Back-Office Associate Banker/Administrative Function • Balance branch, • Maintain vault using established procedures, • Process cash shipments (incoming, outgoing, and ordering), • Receive and sell cash/coin, • Prepare coin/mutilated money shipments, • Balance and audit Cash Dispensing Machine (if applicable), • Maintain reserve supplies and balance money order inventories, official/cashier’s checks, and other stock as may be assigned, • Process large ATM deposits, • Balance ATM, • Process night deposit deposits, if applicable, • Assist with Branch audits, • Coach other Associate Bankers, • Train new Associate Banker and provide continual mentoring for Associate Banker trained, • Open additional savings-products using established procedures, • Cross-sell products/services when appropriate and close sales, • Provide error resolution and effectively solve complex account service issues Service Delivery Coordination • Greet members in branch locations and determine the nature of member’s business, • Ensure members receive service in a timely manner, • Demonstrate the use of service delivery systems and direct members to the appropriate delivery channels, • Display a thorough knowledge of all Credit Union products/services and explain products/services to members, • Demonstrate knowledge of Phone Service and Support Services job functions, • Demonstrate knowledge of safe deposit box procedures, • Process member account inquiries and assist members with problem resolutions, • Cross-sell additional products/services when appropriate and close sales, • Responsible for producing sales referrals for new accounts and loans as assigned, • Exhibit advanced profiling techniques, • Explain Credit Union products/services to members, • Follow established security procedures, • Discuss loan products and processes, • Explain and offer all deposit related products to members, • Provide basic IRA transactions, • Responsible for following up with members utilizing the 2.2.2. Onboarding and pipeline management process. Job Qualifications Knowledge of: • Cash handling procedures, • Products/services, • Policies/procedures and service philosophy, • Safety/security programs (i.e., false alarms, robberies, bomb threats and extortion), • In-house computer system, • Regulatory understanding Skills: • Vision: Ability to complete necessary paperwork, • Speech/Hearing: Ability to communicate verbally with staff, members, and vendors, • Manual Dexterity: Ability to perform necessary computer-related input, • Physical Mobility: Requires significant finger manipulation, hand-arm manipulation, hand/arm steadiness, eye/hand/foot coordination, limb movement without visual control, hand/ear coordination may require standing for long periods of time. Ability to: • Understand/Follow moderately complex written and oral instructions, • Express oneself clearly/concisely, both orally/in writing, • Prioritize multiple member requests (handle daily routine with moderate freedom to interpret and act upon various situations), • Present a professional/personable personality to reinforce WFF's professional image, • Interact with multiple departments daily, • Work within precise standardized guidelines with some latitude to take initiative, • Possess versatility/flexibility to successfully serve as a backup to other positions as required, • Possess creativity/resourcefulness to complete assigned duties without constant supervision, • Possess mental concentration to resolve basic problems, which are relatively redundant, • Keep personal work updated and accurate, • Accept limited responsibility for funds/records, • Accept responsibility for access to confidential data and member account information Education/Experience • High school level of language, math, and reasoning skills, • Two years of work experience in a related field with equal responsibilities, • Formal training should be supplemented with continuing internal and external education and self-development programs

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