Member Advocate (Personal Banker)

Publix Employees Federal Credit Union • Sarasota, FL

11d • Onsite

About The Position

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. 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 (Personal Banker) The essential purpose of this position is to uncover member needs through effective conversation and offer PEFCU products and services to meet those needs. This includes new accounts, lending, and various financial transactions. This is an on-site position in Lakeland, Florida

Requirements

• Commitment to an exceptional member experience
• High School Diploma or equivalency
• 2 years of relevant experience
• Knowledge of the Bank Secrecy Act and other federal laws, including but not limited to: US Patriot Act, Office of Foreign Assets and Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Responsibilities

• Responsible for uncovering member needs by having valuable conversations and asking open-ended questions.
• Responsible for assisting members with loan needs.
• Responsible for assisting members with account needs. This includes: opening, closing, and reinstating accounts and resolving account discrepancies by performing file maintenance and account changes as applicable
• Educate and help members with PEFCU’s electronic services including automated phone system, PEFCU Mobile Cards App, PEFCU Mobile Banking App, and Online Banking
• Responsible for performing various card (ATM and Debit) related functions
• Responsible for performing a variety of cash and non-cash transactions.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED