Member Representative (On-Site) - Miami Gardens

EdFed

  • Miami, Florida
  • 30+ days ago

    Highlights

    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. Job Summary: The Member Representative 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.

    Numbers & Facts

    LocationMiami, Florida

    Description

    Job Summary:The Member Representative 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.

    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.
    • 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.

    Job Type: Full-Time

    The following are some benefits offered to employees of EdFed:

    • Paid Birthday
    • Paid Holidays
    • Paid Sick and Personal Time
    • Paid Vacation
    • Tuition Reimbursement
    • 401K (with matching funds) and CU contributions

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