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Educational Federal Credit Union · 1 day ago

Part-Time Member Representative (On-Site) - Palmetto Bay

Miami, Florida, United States

Full-time, Part-time

Onsite

New Grad, Entry Level

Educational Federal Credit Union is seeking a Part-Time Member Representative to provide exceptional member service. The role involves assisting members with various deposit and loan transactions, resolving inquiries, and identifying members' needs to make appropriate product referrals.

CreditCredit BureauDebit CardsFinancial Services

Responsibilities

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

Serves as a school branch liaison at the Credit Union’s high school branches as necessary

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 have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary

Required to work on Saturdays

Perform other duties as assigned by management

Qualification

Member serviceTransaction processingProduct knowledgeLobby managementTeam collaboration

Required

Provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries

Resolves member issues accurately and in a timely manner

Effectively identifies members' needs and makes appropriate referrals for Credit Union's products and services

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

Processes stop payment requests, direct deposit payroll request forms, new/lost/stolen cards, check orders, and temporary checks

Assists with Online Banking setup

Processes address change requests and prints 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

Serves as a school branch liaison at the Credit Union's high school branches as necessary

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 have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary

Required to work on Saturdays