Member Experience Advisor

Educational Federal Credit Union; Miami (FL); On-site; USD 32,000 - 44,000; Full time

Benefits offered by this job

Paid Birthday

Paid Holidays

Paid Sick and Personal Time

Paid Vacation

Tuition Reimbursement

401K with CU contributions

Job summary

Educational Federal Credit Union is seeking a Member Representative to deliver outstanding member service and act as a consultant on deposits and loan transactions. You will resolve member issues promptly, identify needs, and refer members to the CU's products and services.

The role involves processing a wide range of financial transactions, assisting with wire transfers, and serving as a lobby leader to streamline member flow. Occasional travel to different branches and Saturdays are required.

Qualifications

• Demonstrated ability to deliver exceptional member service.
• Strong communication and interpersonal skills.
• Experience assisting with deposits, loans, and account transactions is a plus.

Responsibilities

• Serve as a consultant to members on deposits and loan transactions.
• Process a variety of transactions including deposits, withdrawals, payments, and transfers.
• Assist with Online Banking setup and account changes.
• Provide access to safe deposit boxes and manage related paperwork.
• Identify member needs and refer to products and services.
• Act as lobby leader to guide members to the right information source.
• Support school branch liaisons and participate in community events.
• Travel to branch locations for staffing support as needed.
• Work Saturdays as required.
• Perform other duties as assigned by management.

Skills

Customer service

Communication

Cash handling

Teamwork

Job description

Educational Federal Credit Union is seeking a Member Representative to deliver outstanding member service and act as a consultant on deposits and loan transactions. You will resolve member issues promptly, identify needs, and refer members to the CU's products and services.

The role involves processing a wide range of financial transactions, assisting with wire transfers, and serving as a lobby leader to streamline member flow. Occasional travel to different branches and Saturdays are required.