Member Representative (On-Site) - Palmetto Bay

EdFed; Town of Florida (NY); Presencial; USD 42 000 - 56 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Paid Birthday

Paid Holidays

Sick & Personal Time

Paid Vacation

Tuition Reimbursement

401K match

Resumo da oferta

EdFed is seeking a Member Representative to deliver outstanding member service at our branch locations in New York. You will serve as a consultant on deposits and loans, resolve issues promptly, and identify member needs with referrals to EdFed products and services.

Responsibilities include processing transactions, opening accounts, assisting with online banking, handling safe deposit access, and supporting branch lobby efficiency.

Qualificações

• High school diploma or better required.
• Associates degree or higher preferred.
• Excellent member service and communication skills.
• Ability to travel between branches as needed.

Responsabilidades

• Provide exceptional member service for deposits and loans and resolve inquiries.
• Process transactions, transfers, and payments accurately.
• Assist with online banking setup and account documentation.
• Promote and explain EdFed products and services; refer as appropriate.
• Serve as lobby leader and guide walk-in members to the right information source.
• Support high school branch liaison and community events as needed.
• Work Saturdays and travel to other branches as required.
• Participate in team meetings and branch strategy discussions.

Conhecimentos

Customer service

Communication

Cash handling

Problem solving

Formação académica

High School or better

Associates or better

Descrição da oferta de emprego

Job Category: Branch and Lobby Support

Supervisor: Kathryn Borek

Requisition Number: MEMBE001871

• Posted : September 9, 2026
• Full-Time
• On-site

Locations

Showing 1 location

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

Behaviors

Dedicated

Devoted to a task or purpose with loyalty or integrity

Team Player

Works well as a member of a group

Motivations

Goal Completion

Inspired to perform well by the completion of tasks

Growth Opportunities

Inspired to perform well by the chance to take on more responsibility

Education

High School or better.

Associates or better.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.