Member Advocate I
Publix Employees Federal Credit Union•Jacksonville, FL
•Onsite
About The Position
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.
Requirements
- High school diploma or equivalent required
- 0-2 years of customer service, retail, or banking experience preferred
- Strong communication skills and willingness to learn
Responsibilities
- Demonstrates PEFCU Service Standards consistently in daily interactions with members, peers, and business partners both virtually and in person.
- Process routine financial transactions including deposits, withdrawals, transfers, and payments with accuracy and efficiency.
- Participate in conversations with members to understand needs and recommend appropriate products and services.
- Educate members on basic products, services, and digital tools.
- Maintain accurate and complete member records across systems.
- Verify member identity and documentation in accordance with established policies and procedures.
- Navigate multiple systems to complete transactions and support workflow demands.
- Effectively promote credit union products and services while consistently meeting established individual production goals.
- Escalate more complex member needs to appropriate team member.
- Open and maintain basic member accounts and support lending processes through basic loan application intake.
- Utilize internal tools and leadership support to process account services and loan requests.
- Maintains proficiency in current products and services and actively develops knowledge of new offerings as they are introduced.
Benefits
- 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 year
- 401(k) retirement plan and profit sharing
- Pay for performance incentive programs
- Time off for giving back to your community!
- Tuition reimbursement
- Competitive pay
- Stellar benefits/perks
- Work/life balance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
