Member Experience Specialist (Floating) – Lending & Accounts

First-Florida-Credit-Union; Manhattan Beach (FL); On-site; USD 34,000 - 51,000; Full time

Job summary

First-Florida-Credit-Union is seeking a member-services professional to assist members with deposits, withdrawals, and loan payments. You will explain products, help with opening/closing accounts, and resolve issues within your authority.

The role includes identifying cross-sell opportunities, maintaining compliance with BSA and CIP, and supporting multiple branches as a floater as needed.

Qualifications

• Three to five years of related experience.
• High school diploma or GED.
• Strong communication and organizational skills.
• Working knowledge of Reg E, Reg CC, Reg D, and Truth-in-Savings Act.

Responsibilities

• Receive and process member financial transactions, including deposits, withdrawals and loan payments.
• Assist members with opening and closing accounts and answer questions about products and services.
• Identify cross-sell opportunities and refer problems beyond authority to supervisor.
• Ensure compliance with Credit Union policies including the Bank Secrecy Act and Customer Identification Program.
• Perform duties as a Floater across branches and call center as needed.

Skills

Customer service

Communication

Conflict resolution

Cross-selling

Education

High school diploma or GED

Tools

Reg E knowledge

Reg CC knowledge

Reg D knowledge

Truth-in-Savings Act

Job description

First-Florida-Credit-Union is seeking a member-services professional to assist members with deposits, withdrawals, and loan payments. You will explain products, help with opening/closing accounts, and resolve issues within your authority.

The role includes identifying cross-sell opportunities, maintaining compliance with BSA and CIP, and supporting multiple branches as a floater as needed.