Member Experience Advisor | Banking & Referrals

Educational Federal Credit Union; Miami (FL); On-site; USD 32,000 - 46,000; Full time

Job description

Job Summary

The Member Representative provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries, 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.
• Provides members with access to their safe deposit boxes and completes necessary documentation.
• Has the knowledge and ability to discuss basic features and benefits of all credit union products and services, maintaining 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.
• 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.
• Perform other duties as assigned by management.

Job Type

Full‑Time

Benefits

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