Member Experience & Lending Advisor

EdFed; Homestead (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

EdFed in Homestead, FL is seeking a skilled Member Advisor to provide exceptional service, assist with deposits, loans, and new accounts, and guide members through complex transactions. The role supports branch leadership and handles various member requests with accuracy and timeliness.

The position requires active engagement in training, cross-selling opportunities, and teamwork to achieve branch goals. Saturday work is required, with full compliance to BSA rules.

Qualifications

• Associates or better.
• 4-7 years of customer service or financial services experience.

Responsibilities

• Assist members with deposits, loans, and account services.
• Open, close, transfer, and provide access to safe deposit boxes.
• Serve as lobby leader and direct members to information sources.
• Provide notary, medallion, and signature guarantee stamping services.
• Process Power of Attorney and Trust account transactions.
• Assist with loan closings and mortgage processing when needed.

Skills

Organization

Time management

Problem solving

Troubleshooting

Communication

Teamwork

Integrity

Education

Associates or better

Job description

EdFed in Homestead, FL is seeking a skilled Member Advisor to provide exceptional service, assist with deposits, loans, and new accounts, and guide members through complex transactions. The role supports branch leadership and handles various member requests with accuracy and timeliness.

The position requires active engagement in training, cross-selling opportunities, and teamwork to achieve branch goals. Saturday work is required, with full compliance to BSA rules.