Member Representative (On-Site) - Homestead

Educational Federal Credit Union; Homestead (FL); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Paid Birthday

Paid Holidays

Paid Sick and Personal Time

Paid Vacation

Tuition Reimbursement

401K (with matching funds) and CU</n>

Job summary

Educational Federal Credit Union in Homestead, FL seeks a Member Representative to deliver exceptional member service and consult on deposits and loan inquiries. You will resolve issues promptly, identify member needs, and refer suitable CU products and services.

The role requires performing a variety of transactions, supporting online banking setup, and coordinating at multiple branches, with occasional outreach at local schools and community events.

Qualifications

• Experience in banking or credit union member service.
• Ability to travel between branches as needed.
• Strong communication and problem-solving skills.

Responsibilities

• Process deposits, withdrawals, loan payments, transfers, cash advances, and other transactions for members.
• Prepare paperwork for wire transfers and handle card services, stop payments, and online banking setup.
• Assist with address changes, check printing, and statement requests.
• Explain basic features and benefits of credit union products and services and promote referrals.
• Act as lobby leader to streamline member flow and direct inquiries to the right resource.
• Support high school branch liaison activities and participate in community outreach events.

Skills

Customer service excellence

Cash handling

Needs assessment

Referral skills

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.

Job Details

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 unions products and services. Maintains 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

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