Member Advocate I

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 (PEFCU) was established almost 70 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families.

• Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
• Generous Paid Time Off program (approximately 3 weeks a year)
• 11 paid holidays per year
• 401(k) retirement plan and profit sharing
• Pay for performance incentive programs
• Time off for giving back to your community!
• And much, much more!!!

Member Advocate

The Member Advocate is responsible for delivering efficient, high-quality member service while promoting credit union products and services during everyday interactions. This role serves as the primary point of contact in the branch, focusing on transactional accuracy, member engagement, and sales contribution.

What you will do…

• Demonstrates PEFCU Service Standards consistently in daily interactions with members, peers, and business partners both virtually and in person.
• Process routine financial transactions including deposits, withdrawals, transfers, and payments with accuracy and efficiency.
• Participate in conversations with members to understand needs and recommend appropriate products and services.
• Educate members on basic products, services, and digital tools.
• Maintain accurate and complete member records across systems.
• Verify member identity and documentation in accordance with established policies and procedures.
• Navigate multiple systems to complete transactions and support workflow demands.
• Effectively promote credit union products and services while consistently meeting established individual production goals.
• Escalate more complex member needs to appropriate team member.
• Open and maintain basic member accounts and support lending processes through basic loan application intake.
• Utilize internal tools and leadership support to process account services and loan requests.
• Maintains proficiency in current products and services and actively develops knowledge of new offerings as they are introduced.

What you need....

• High school diploma or equivalent required
• 0-2 years of customer service, retail, or banking experience preferred
• Strong communication skills and willingness to learn

What’s in it for you…

• Competitive pay
• Pay for performance incentive program
• Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
• Work/life balance

Equal Opportunity Employer
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