Educational Federal Credit Union · 2 weeks ago
Contact Center Member Representative (On-Site)
Educational Federal Credit Union is a financial institution dedicated to providing quality financial services to the South Florida educational community since 1935. They are seeking a Contact Center Member Representative who will provide a world-class experience to members by assisting with financial needs, processing transactions, and resolving issues while meeting call flow standards and KPI goals.
CreditCredit BureauDebit CardsFinancial Services
Responsibilities
Provide world class experience to our members by responding efficiently and accurately, personalize solutions, and ensuring our members feel valued and supported by EdFed
Provide account information such as balances, deposit postings, transfer funds, return checks, availability of funds, check clearing, and statement information
Assist members with inquiries concerning ACH, Bank by Phone, Online Baking, and Bill Pay
Diffusing any elevated concern or issues that members may have and escalating unresolved issues accordingly
Refer and route member calls to appropriate personnel, resources, and department to meet their financial needs
Achieve referrals by identifying and cross servicing EdFed products and services to meet member’s needs
Meet MCC call flow standards
Meet or exceed established MCC KPI goals as established by VP and/or Contact Center Manager
Maintaining knowledge of EdFed products, services, policies and procedures
Adapt to changing policy and procedures on a constant basis while maintaining high quality to your work
Applies organizational policies and procedures in all activities
Performs other duties as assigned by management
Some Saturday work required
Bilingual Preferred (Creole or Spanish)
Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned
Qualification
Required
High School Diploma
1- 2 Years of Call Center / Customer Service
Ability to build rapport with clients
Ability to prioritize and multitask
Positive and professional demeanor
Excellent written and verbal communication skills
Preferred
Associates Degree
Bilingual Preferred (Creole or Spanish)
Benefits
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
Educational Federal Credit Union
Educational Federal Credit Union offers checking accounts, loans, insurance options, financial planning, digital wallet, and pupil services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2026-01-06
2025-10-14
2025-08-09
Company data provided by crunchbase