Member Advisor I
3 weeks ago
The 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.
We encourage you to view and apply directly at edfed.org/careers
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.
- 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.
- 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.
Qualifications
Education:
High School Diploma - Required
Associates Degree - Preferred
Job Type: Full-time
Salary: From $15.01per hour
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
- Monday to Friday
- Weekend availability
Experience:
- Cash Handling: 1 year (Preferred)
- Customer service: 1 year (Preferred)
Language:
- Spanish (Preferred)
Work Location: In person
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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