Member Services Advocate — Community Banking & Growth

Self-Help Credit Union; Jacksonville (FL); Sur place; USD 26 000 - 37 000; Plein temps

Avantages offerts par ce poste

Generous benefits package

Résumé du poste

Self-Help Credit Union is seeking a friendly Member Service Representative to join our team. You will initiate conversations to assess member needs, process everyday transactions, and promote our financial services with accuracy and care.

You’ll work in a collaborative environment that values service excellence, bilingual communication, and attention to detail, with opportunities to support local communities and participate in outreach events.

Qualifications

• High School diploma or equivalent required.
• Minimum one year experience in financial institution or customer service preferred.
• Bilingual in English/Spanish highly preferred but not required.
• Excellent customer service and communication skills.
• Ability to balance cash handling with accuracy and compliance.

Responsabilités

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent service.
• Process share deposit payments, loan payments, and account transfers.
• Disburse cash and check withdrawals.
• Open new membership accounts and assess for accuracy and compliance.
• Promote credit union products and services and refer loans where appropriate.

Connaissances

Customer service

Cash handling

Bilingual English/Spanish

Communication

Attention to detail

Teamwork

Formation

High School diploma or equivalent

Outils

New Solutions

Microsoft Excel

Microsoft Word

Outlook

Description du poste

Self-Help Credit Union is seeking a friendly Member Service Representative to join our team. You will initiate conversations to assess member needs, process everyday transactions, and promote our financial services with accuracy and care.

You’ll work in a collaborative environment that values service excellence, bilingual communication, and attention to detail, with opportunities to support local communities and participate in outreach events.