Member Experience Specialist - Banking & Referrals

Educational Federal Credit Union; Miami (FL); On-site; USD 17,000 - 25,000; Part time

Benefits offered by this job

401K (with matching funds) and CUConTR

Tuition Reimbursement

Paid Holidays

Paid Sick and Personal Time

Paid Vacation

Paid Birthday

Job summary

Educational Federal Credit Union is seeking a part-time Member Representative in the Miami, FL area to deliver exceptional member service and act as a consultant on deposits and loans. You will resolve issues, identify member needs, and refer customers to suitable CU products and services.

You may serve as a lobby leader, assist with high school branches, and participate in community events while supporting branch operations. Saturdays are required.

Qualifications

• Must provide exceptional member service and resolve issues accurately.
• Ability to discuss basic credit union products and services.
• Must be comfortable working Saturdays.

Responsibilities

• Process various member transactions including deposits, withdrawals, loan payments, transfers, and checks.
• Prepare paperwork for wire transfers, stop payments, direct deposit forms, cards, and statements.
• Provide access to safe deposit boxes and complete related documentation.
• Discuss features and benefits of credit union products and stay aware of current promotions.
• Maximize member contacts by identifying needs and making referrals.
• Serve as lobby leader and direct members to the right information source to improve efficiency.
• Act as a school branch liaison at high school branches when needed.
• Participate in external events with local schools and community partners.
• Attend team meetings and contribute to branch strategy discussions.
• Travel to various branch locations to provide staffing support when required.
• Work on Saturdays.
• Perform other duties as assigned by management.

Skills

Member service

Communication

Referrals

Lobby leadership

Job description

Educational Federal Credit Union is seeking a part-time Member Representative in the Miami, FL area to deliver exceptional member service and act as a consultant on deposits and loans. You will resolve issues, identify member needs, and refer customers to suitable CU products and services.

You may serve as a lobby leader, assist with high school branches, and participate in community events while supporting branch operations. Saturdays are required.