Jobs · Finance · Florida

Member Advocate (Universal Banker)

Publix Employees Federal Credit Union · Hollywood, FL · 1 mo ago
FinanceFull-time
Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families. PEFCU Benefits/Perks Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!Generous Paid Time Off program (approximately 3 weeks a year)11 paid holidays per year401(k) retirement plan and profit sharingPay for performance incentive programsTime off for giving back to your community!Tuition reimbursementAnd much, much more!!! We are committed to improvement, driven by feedback, and focused on organizational growth. We expect and demonstrate our values (Integrity, Collaboration, Service, Inclusion and Ownership) every day, creating an environment where all associates can add value and feel valued. Find your value here as a ... Member Advocate (Universal Banker) The Member Advocate is responsible for delivering efficient, high-quality member service while promoting credit union products and services during everyday interactions. This role serves as the primary point of contact in the branch, focusing on transactional accuracy, member engagement, and sales contribution. This is an onsite position in Pembroke Pines, Florida. What You Will Do… Core Focus Areas: Sales & Product Promotion, Member Experience, Transaction Accuracy, and Relationship BuildingGreet and assist members in person and via phone, creating a welcoming and engaging experienceProcess routine financial transactions including deposits, withdrawals, transfers, and payments with accuracy and efficiencyParticipate in conversations with members to understand needs and recommend appropriate products and servicesPromote credit union products and services in alignment with branch goalsEducate members on basic products, services, and digital toolsMaintain accurate and complete member records across systemsVerify member identity and documentation in accordance with established policies and proceduresNavigate multiple systems to complete transactions and support workflow demandsSupport branch performance goals by contributing to sales, service, and operational metricsEscalate more complex member needs to appropriate team memberOpen and maintain basic member accounts and support lending processes through basic loan application intake, building foundational knowledge of deposit and lending products while ensuring accuracy and compliance.Utilize internal tools and leadership support to process account services and loan requests, developing the ability to independently handle both as proficiency increases. What You Need… Commitment to an exceptional member experienceHigh School Diploma or equivalency1-2 years of customer service, retail, or banking experience preferredStrong communication skills and willingness to learn What’s In It For You… Competitive pay Pay for performance incentive programMedical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!Stellar benefits/perksWork/life balance Apply now!

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