Member Experience & Lending 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 Time Off

Paid Vacation

Tuition Reimbursement

401K match

Job summary

Educational Federal Credit Union in Miami, FL is seeking a dedicated Member Representative to deliver exceptional member service. You will consult with members on deposits and loan inquiries, resolve issues promptly, and identify needs to refer suitable credit union products and services.

You will process transactions, handle account services, and assist with online banking while maintaining awareness of current promos.

Qualifications

• Experience in teller or member service roles.
• Ability to explain credit union products and services.
• Willingness to travel between branches.
• Availability to work Saturdays.

Responsibilities

• Processes various transactions for members including cash and non-cash deposits, withdrawals, loan payments, transfers, cash advances, cashier's checks, savings bonds, IRA deposits, CD withdrawals.
• Prepares paperwork for wire transfers, processes stop payments, direct deposit payroll forms, card issues, check orders, and temporary checks; assists with Online Banking setup; handles address changes and prints copies of checks/statements.
• Provides access to safe deposit boxes and completes necessary documentation.
• Discusses features/benefits of credit union products/services and stays informed about current promotions.
• Maximizes member contact to identify beneficial products/services and makes referrals.
• Acts as lobby leader, assesses needs, and directs to information sources to minimize wait times.
• Serves as a school branch liaison at high school branches as needed.
• Participates in volunteer networking/promotional events with local schools/colleges/partners.
• Attends team meetings/daily huddles to contribute to branch strategy.
• Travel within branch network to provide staffing support when necessary.
• Works on Saturdays.
• Performs other duties as assigned.

Skills

Customer service

Cash handling

Sales referrals

Account knowledge

Tools

Online Banking setup

Safe deposit handling

Job description

Educational Federal Credit Union in Miami, FL is seeking a dedicated Member Representative to deliver exceptional member service. You will consult with members on deposits and loan inquiries, resolve issues promptly, and identify needs to refer suitable credit union products and services.

You will process transactions, handle account services, and assist with online banking while maintaining awareness of current promos.