Member Advocate: Customer Service & Solutions

Publix Employees Federal Credit Union; Jacksonville (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive pay

Performance incentives

Health insurance (employee only)

Work-life balance

Job summary

Publix Employees Federal Credit Union seeks a Member Advocate to deliver high-quality member service in-branch and online, promoting PEFCU products and services during everyday interactions.

You will handle routine transactions, verify identities, and maintain accurate member records while guiding members through basic account openings and loan applications. A focus on service standards and sales contribution is essential.

Qualifications

• Strong communication skills and willingness to learn are required.
• 0-2 years of customer service, retail, or banking experience preferred.

Responsibilities

• Demonstrates PEFCU Service Standards in daily interactions, virtually or in person.
• Process routine financial transactions with accuracy and efficiency.
• Engage with members to understand needs and recommend products and services.
• Educate members on basic products, services, and digital tools.
• Maintain accurate member records across systems.
• Verify member identity per policies and procedures.
• Promote products while meeting individual production goals.
• Open and maintain basic member accounts and support lending processes.

Skills

Communication

Customer service

Willingness to learn

Education

High school diploma or equivalent

Job description

Publix Employees Federal Credit Union seeks a Member Advocate to deliver high-quality member service in-branch and online, promoting PEFCU products and services during everyday interactions.

You will handle routine transactions, verify identities, and maintain accurate member records while guiding members through basic account openings and loan applications. A focus on service standards and sales contribution is essential.