Member Services Advocate – Financial Wellness

Self-Help Credit Union; Jacksonville (FL); On-site; USD 47,000 - 56,000; Full time

Job summary

Self-Help Credit Union in Jacksonville, FL is hiring a Member Service Representative to deliver friendly, efficient service at the counter and over the phone. You will handle deposits, loan payments, and account inquiries while promoting credit union products to members.

The role requires a high school diploma, strong customer service skills, and the ability to work evenings and weekends. Bilingual English/Spanish is a plus, and prior cash handling experience is preferred.

Qualifications

• High School graduate or equivalent.
• Bilingual in English/Spanish preferred.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Demonstrated commitment to providing excellent customer service.

Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Disburse cash and check withdrawals.
• Complete member transactions accurately and timely within prescribed limits and guidelines or seek approval for exceptions.
• Open new membership accounts and assess for accuracy and compliance.
• Promote credit union products and services.
• Identify solutions in support of member needs.

Skills

Customer service

Cash handling

Bilingual English/Spanish

Communication

Teamwork

Attention to detail

Data entry

Education

High School diploma

Tools

New Solutions

Excel

Word

Outlook

Job description

Self-Help Credit Union in Jacksonville, FL is hiring a Member Service Representative to deliver friendly, efficient service at the counter and over the phone. You will handle deposits, loan payments, and account inquiries while promoting credit union products to members.

The role requires a high school diploma, strong customer service skills, and the ability to work evenings and weekends. Bilingual English/Spanish is a plus, and prior cash handling experience is preferred.