Job Description - Member Advocate (Universal Banker)
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 year
401(k) retirement plan and profit sharing
Pay for performance incentive programs
Time off for giving back to your community!
Tuition reimbursement
And 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 Building
Greet and assist members in person and via phone, creating a welcoming and engaging experience
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
Promote credit union products and services in alignment with branch goals
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
Support branch performance goals by contributing to sales, service, and operational metrics
Escalate more complex member needs to appropriate team member
Open 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 experience
High School Diploma or equivalency
1-2 years of customer service, retail, or banking experience preferred
Strong communication skills and willingness to learn
What’s in it for you…
Competitive pay
Pay for performance incentive program
Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
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