Member Advisor

4 weeks ago

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

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.

Job Type: Full-time

Pay: From $14.58 per hour

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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