Financial Service Representative
$32,635–$52,208 year
On-site · Orlando, Florida, United States
Job Summary
Financial Service Representative role with AdventHealth is a full-time, day-shift position located in Orlando, FL. Primary responsibilities include disbursing approved loans and acting as a signing witness on loan documents, providing outstanding customer service, processing loan applications and supporting documents, conducting interviews to gather information for loan processing, handling ATM balancing/replenishment, cash handling across over-the-counter, mail, email, and phone channels, maintaining and balancing cash drawers, managing deposits/withdrawals/loan payments/transfers/money orders/checks, opening/closing member accounts and updating information, and cross-selling credit union products to meet sales/service goals. Requires knowledge of account, deposit, and consumer loan policies and applicable regulations, data entry, strong communication, problem-solving, and numerical balancing abilities. Preferred Education: High School Grad or Equiv. Prior teller and member service experience in banking/financial institutions. Proficiency in Microsoft Office and familiarity with BSA/AML compliance. The role is within a faith-based health-care organization and includes benefits from Day One and a comprehensive benefits package.
Required Qualifications
- 1+ teller experience within a bank/financial institution
- 2+ banking/ financial institution member service experience
- High School Grad or Equiv
- Strong working knowledge of account, deposit, and consumer loan policies and regulations
- Interviewing skills
- Ability to input data
- Problem solving and communication skills
- Balance figures and verify calculations
- Proficiency with Microsoft Office applications
- Knowledge of Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations
Additional Requirements
- N/A
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