Customer Service Representative I

1 week ago


Miami Gardens, Florida, United States Educational Federal Credit Union Full time

About the Role:

We are seeking a highly skilled Customer Service Representative I to join our team at Educational Federal Credit Union. As a key member of our staff, you will provide exceptional member service by serving as a consultant to members on various deposit and loan transactions/inquiries.

Key Responsibilities:

  • Process 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.
  • Service member accounts by preparing necessary paperwork for wire transfers, processing stop payment requests, direct deposit payroll request forms, new/lost/stolen cards, check orders, and temporary checks.
  • Assist with Online Banking setup, process address change requests, and print copies of checks and statements.
  • Maintain awareness of all current promotions or campaigns and have the knowledge to discuss basic features and benefits of all credit union products and services.
  • Maximize every member contact as an opportunity to identify what Credit Union products and services would be beneficial to them and make appropriate referrals.
  • Serve as


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