Member Services & Lending Advisor

Educational Federal Credit Union; Miami (FL); On-site; USD 36,000 - 48,000; 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 ontrib

Job summary

Educational Federal Credit Union in Miami, FL is seeking a dedicated Member Advisor to deliver exceptional service to members. You will handle deposits, loan transactions, new accounts, and closings while resolving issues promptly and identifying cross-sell opportunities.

This full-time role requires ability to travel to branch locations as needed and availability on Saturdays. You will operate as lobby leader, assist with Notary and related services, and support training for teammates while

Qualifications

• Experience handling deposits and loan transactions
• Familiar with wire transfers and account maintenance
• Ability to travel to branch locations as needed
• Willingness to work Saturdays and other assigned shifts

Responsibilities

• Process deposits and withdrawals, loan payments, transfers, and other transactions
• Prepare paperwork for wire transfers and account changes; assist with Online Banking setup
• Open/close safe deposit boxes and manage related documentation
• Explain credit union products and promotions; identify referral opportunities
• Serve as lobby leader, directing members to information sources to minimize wait times
• Assist with Notary, Medallion, and Signature Guarantee services; handle Power of Attorney and Trust-related transactions
• Support onboarding of new accounts and loan closings; participate in training of new advisors
• Provide staffing support across branch locations as needed

Job description

Educational Federal Credit Union in Miami, FL is seeking a dedicated Member Advisor to deliver exceptional service to members. You will handle deposits, loan transactions, new accounts, and closings while resolving issues promptly and identifying cross-sell opportunities.

This full-time role requires ability to travel to branch locations as needed and availability on Saturdays. You will operate as lobby leader, assist with Notary and related services, and support training for teammates while