Traveling Member Advisor

3 weeks ago

Miami, United States Educational Federal Credit Union Full time
Job DescriptionJob Description

Job Summary:

The Float Member Advisor I 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. As a “float” position, the Float Member Advisor I travels within the local area on a daily basis to support an assigned cluster of branches and is required to travel throughout the branch network (25-mile radius) to provide staffing assistance at all branch locations as assigned. Incumbents in the position are eligible for mileage reimbursement per approved policy.

We encourage you to view and apply directly at edfed.org/careers

Duties & Responsibilities:

  • Reviews daily deployment schedule for branch assignment and plans travel schedule accordingly.
  • 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.
  • 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 regularly travel throughout the branch network (25 mile radius) to provide staffing assistance at all branch locations as assigned.
  • Required to work weekend hours as needed by business.
  • Performs other duties as assigned by management.
  • Flexibility in work schedule.
  • Ability to be on-call in the AM hours for deployment.
  • Travel between the Kendall, Palmetto Bay and Homestead Branches.

Requirements:

  • Associates Degree or equivalent preferred
  • 1-2 Years of Customer Service or Financial Services experience.

Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.

The following are some benefits offered to employees:

  • Paid Holiday
  • Paid Birthday
  • Paid Sick and Personal Days
  • Paid Vacation
  • Retirement/401K with matching contributions
  • Medical, Dental and Vision Insurance
  • Life Insurance and Long Term Disability
  • Tuition reimbursement for Undergraduate and Graduate courses
  • Various Incentive Programs
  • Career opportunities

 

Company DescriptionAs a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.Company DescriptionAs a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

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