Job Description
Benefits
Paid Birthday
Paid Holidays
Paid Sick and Personal Time
Paid Vacation
Tuition Reimbursement
401K (with matching funds) and CU contributions
Responsibilities
The Member Advisor I 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
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 description
Position: Member Advisor I (Teller) - Miami Gardens
The Educational Federal Credit Union is currently looking for professional and customer-oriented individuals to add to our team. Since 1+35 the Credit Union has been dedicated to providing quality financial services to the South Florida educational community.
The Member Advisor I 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.
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
Paid Birthday
Paid Holidays
Paid Sick and Personal Time
Paid Vacation
Tuition Reimbursement
401K (with matching funds) and CU contributions
Responsibilities
The Member Advisor I 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
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 description
Position: Member Advisor I (Teller) - Miami Gardens
The Educational Federal Credit Union is currently looking for professional and customer-oriented individuals to add to our team. Since 1+35 the Credit Union has been dedicated to providing quality financial services to the South Florida educational community.
The Member Advisor I 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.
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
💡 Quick Summary
Seeking a career-building opportunity? The Member Advisor I|Teller Gardens position is now open for candidates interested in the Bank Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
