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Customer Service Representative

Miramar, FL

Posted: 03/02/2023 Employment Type: Temporary/ Hourly Industry: Customer Service & Call Center Job Number: 77123 Pay Rate: $20/HR

Job Description


About the Client:

Our client is a well-known, local financial institution. 


About the Role: 

The Member Services CSR will be responsible for all duties relating to processing over-the-phone transactions and maintenance of member accounts, cross-selling of products and services, assisting in the consumer lending functions, ensuring adherence to policies, procedures, security, and compliance, and providing high-quality member service.


Some responsibilities include: 

  • Identify and resolve Member issues
  • Cross-sell products and services while providing superior service via phone, fax or email as a receiver and caller.
  • Contact members as necessary.
  • Assist with sales calls for new deposit/loan business
  • Processes non-cash teller transactions such as transfers, withdrawals, loan payments, etc.
  • Originate consumer loans
  • Mortgage referrals to Mortgage Loan Officer
  • Ensure compliance with Credit Union policies and procedures & State and Federal regulations
  • Ensure total data/document integrity




Job Requirements


  • High school education or equivalent preferred
  • 2 years of relevant Financial Services experience
  • 3 years of customer service experience
  • 1-year experience in a call/contact center
  • Working knowledge of computers
  • Strong clerical skills




COVID-19 Safety Protocol: 

Our offices are currently operating at a reduced capacity with our team splitting their time in-office and at home. Our company guidelines currently state that all vaccinated persons may enter the office un-masked (vaccination proof may be required). Persons who remain unvaccinated or who wish to continue mask use may enter with face-covering on (one may be provided for you if needed). Thank you for your cooperation and understanding. 


*Interviews will be scheduled virtually, please ensure your devices have capabilities to communicate via SkypeFaceTime, Zoom, Google Hangouts, or Microsoft Teams. 



Interested? Apply directly now or call (Dade: 305-595-3800 / Broward: 954-437-0070) for more information. Questions? Email [email protected] for more information on this role and others. 


*CAREERXCHANGE® is an equal opportunity employer. We will present the most qualified candidates to our clients based on the skills required to perform the job. For additional opportunities please visit 



Meet Your Recruiter

Doris Martinez

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