Member Advisor (Personal Banker) - Kendall

Educational Federal Credit Union; Miami (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Birthday

Paid Holidays

Paid Sick and Personal Time

Paid Vacation

Tuition Reimbursement

401K with matching funds and CU ontrib

Job summary

Educational Federal Credit Union in Miami, FL is seeking a dedicated Member Advisor to deliver exceptional service to members. You will handle deposits, loan transactions, new accounts, and closings while resolving issues promptly and identifying cross-sell opportunities.

This full-time role requires ability to travel to branch locations as needed and availability on Saturdays. You will operate as lobby leader, assist with Notary and related services, and support training for teammates while

Qualifications

• Experience handling deposits and loan transactions
• Familiar with wire transfers and account maintenance
• Ability to travel to branch locations as needed
• Willingness to work Saturdays and other assigned shifts

Responsibilities

• Process deposits and withdrawals, loan payments, transfers, and other transactions
• Prepare paperwork for wire transfers and account changes; assist with Online Banking setup
• Open/close safe deposit boxes and manage related documentation
• Explain credit union products and promotions; identify referral opportunities
• Serve as lobby leader, directing members to information sources to minimize wait times
• Assist with Notary, Medallion, and Signature Guarantee services; handle Power of Attorney and Trust-related transactions
• Support onboarding of new accounts and loan closings; participate in training of new advisors
• Provide staffing support across branch locations as needed

Job description

Job Summary

The Member Advisor provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries including new accounts and loan applications/closings, resolving member issues accurately and in a timely manner, and effectively identifying members' needs and making appropriate referrals for Credit Union's products and services.

Job Details

Description

The Member Advisor provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries including new accounts and loan applications/closings, resolving member issues accurately and in a timely manner, and effectively identifying members' needs and making appropriate referrals for Credit Union's products and services.

Duties Include

• Processes various types of transactions for members including cash and non-cash deposits, withdrawals, loan payments, transfers, cash advances, cashier’s checks, savings bonds, IRA deposits, CD withdrawals, etc.
• Services member accounts by preparing the necessary paperwork for wire transfers; processing stop payment requests, direct deposit payroll request forms, new/lost/stolen cards, check orders, and temporary checks; assisting with Online Banking setup; processing address change requests; and printing copies of checks and statements.
• Opens, closes, and provides member access to safe deposit boxes and completes necessary documentation.
• Has the knowledge and ability to discuss features and benefits of all credit unions products and services in detail. Maintains awareness of all current promotions or campaigns.
• Maximizes every member contact as an opportunity to identify what Credit Union products and services would be beneficial to them and makes appropriate referrals.
• Serves as “lobby leader” and is responsible for assessing walk-in member’s needs and directing them to the appropriate information source to ensure maximum lobby efficiency and minimize member waiting time.
• Serves as a school branch liaison at the Credit Union’s high school branches as necessary.
• Periodically participates in volunteer external networking and promotional events with local schools, colleges, and other community business partners.
• Actively participates in team meetings/daily huddles to provide input and ideas regarding branch business strategy.
• Assists members with opening Share Certificates and IRAs and processes account maintenance requests as needed.
• Processes new account requests and loan applications. Possesses an intermediate level of knowledge with regards to loan closings.
• Obtains license to offer credit life and disability insurance on all lending products. Understands other lending ancillary products such as GAP insurance and Vehicle Service Agreements in order to discuss benefits with members.
• Regularly follows up with members through the process of onboarding new accounts or obtaining necessary information for loan closings. Assists with outbound calling as needed.
• Assists with training and mentoring of new Member Advisors to ensure all aspects of the skills checklist are mastered.
• Assists members with various advanced account maintenance. This includes but is not limited to account reconciliation, address changes, name change, add joint and/or beneficiary, share ID and account number changes, fraud disputes, letters, etc.
• Provides Notary, Medallion and Signature Guarantee stamp services.
• Processes approved Power of Attorney and Trust Account related transactions.
• Required to have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary.
• Required to work on Saturdays.
• Performs other duties as assigned by management.

Job Type

Full-Time

The following are some benefits offered to employees of EdFed

• Paid Birthday
• Paid Holidays
• Paid Sick and Personal Time
• Paid Vacation
• Tuition Reimbursement
• 401K (with matching funds) and CU contributions