Member Experience Advisor

Reasors Food Stores; Boca Raton (FL); On-site; USD 42,981,000 - 57,308,000; Full time

Job summary

Credit Union in Boca Raton is seeking a member-facing professional to handle transactions, open accounts, and assist with loan applications. You will identify member needs and provide financial solutions, ensuring policy compliance and accuracy.

Ideally you have a high school education with two years of experience or an equivalent mix. The role emphasizes accuracy, customer service, and the ability to multitask in a fast-paced environment.

Qualifications

• High school education and two years’ experience or equivalent combination.

Responsibilities

• Process accurate and timely account transactions and maintenance.
• Provide members with features and benefits of current products and services to meet financial needs.
• Accurately open member and business accounts.
• Originate consumer loan applications and collect required paperwork for loan processing.
• Provide backup to teller function as needed.
• Solve problems and multitask to complete daily duties as assigned.
• Take initiative to expand knowledge and take on additional responsibilities.

Education

High school education + 2 years’ experience

Job description

Credit Union in Boca Raton is seeking a member-facing professional to handle transactions, open accounts, and assist with loan applications. You will identify member needs and provide financial solutions, ensuring policy compliance and accuracy.

Ideally you have a high school education with two years of experience or an equivalent mix. The role emphasizes accuracy, customer service, and the ability to multitask in a fast-paced environment.