Deposit and Loan Transaction Expert

3 weeks ago


Miami, Florida, United States Educational Federal Credit Union Full time
Deposit and Loan Transaction Expert Job Summary

We are seeking a highly skilled Deposit and Loan Transaction Expert to join our team at the Educational Federal Credit Union.

The estimated salary for this position is $52,000 - $62,000 per year, depending on experience.

This role involves providing exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries. The successful candidate will be responsible for resolving member issues accurately and in a timely manner, identifying members' needs, and making appropriate referrals for our products and services.

As a key member of our team, you will travel within the local area on a daily basis to support an assigned cluster of branches and provide staffing assistance at all branch locations as assigned. You will also be required to regularly work weekend hours as needed by business.

To be successful in this role, you will need to have excellent communication and problem-solving skills, as well as the ability to work effectively in a fast-paced environment.

Key Responsibilities
  • Process various types of transactions for members including cash and non-cash deposits, withdrawals, loan payments, transfers, and more.
  • Service member accounts by preparing necessary paperwork for wire transfers, processing stop payment requests, and assisting with Online Banking setup.
  • Provide members with access to their safe deposit boxes and complete necessary documentation.
  • Discuss basic features and benefits of our credit union's products and services and maintain awareness of current promotions or campaigns.
  • Maximize every member contact as an opportunity to identify what our products and services would be beneficial to them and make appropriate referrals.
Requirements
  • Associates Degree or equivalent preferred.
  • 1-2 Years of Customer Service or Financial Services experience.


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