Job description

Member Advocate / Personal 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 coverage provided at NO cost to you!HUGE contributions toward dependent premiums!!

• Generous Paid Time Off program (4 weeks or more in your first 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 (Caring, Inclusive, Transparent, Innovative, and Accountable) every day, creating an environment where all associates can add value and feel valued.

Find your value here as a…

Member Advocate

What you will do…

• Interviewing members via phone or in person to gather and verify information to originate and enter in the loan request.
• Make appropriate recommendations to members based on their needs.
• Collecting all supporting documents needed to process the loan request
• Forward requests with loan notes, documents, and recommendation to underwriters for decisioning.
• Relay decisions to members regarding approval or review reasons why we could not offer credit at this time.
• Supply all documents to member to complete the transaction
• Opening, closing, and reinstating accounts, while verifying a member’s eligibility and identity through Customer Identity Program (CIP)
• Resolving account discrepancies by performing file maintenance and account changes as applicable (Change Account Number requests, disputes, unauthorized transactions, stop payments, change of address, name changes, add/remove joints and beneficiaries, etc.)
• Educating and helping members with PEFCU’s electronic services including automated phone system, PEFCU Mobile Cards App, PEFCU Mobile Banking App, and Online Banking
• Notary services
• Responsible for performing various card (ATM and Debit) related functions.
• Creating, blocking, and activating credit cards, ATM cards, or EMV debit cards
• Maintaining an accurate log of cards processed, destroyed, and received.
• Researching fraud, transaction history, payments, and purchases
• Balancing instant issue card machine and doing card stock inventory daily.
• Responsible for performing a variety of cash and non-cash transactions as needed.
• Cashing check, receiving deposits, processing funds transfer, and processing loan payments
• Verifying authenticity of negotiable instruments
• Selling cashier’s checks, teller’s checks, and money orders
• Help with end of day balancing if necessary
• Answering member inquiries with a one call resolution if possible

What you need…

• Commitment to an exceptional member experience
• High School Diploma or equivalency
• 2 years of relevant experience

What’s in it for you…

• Competitive pay
• Pay for performance incentive program
• Employee’s Medical, Dental and Vision insurance coverage provided at NO cost to the employee
• Stellar benefits/perks
• Work/life balance: Monday through Friday approximately 8:00-5:00 pm

Apply now!

Job Type: Full-time

Work Location: One location

offroadmanagementgroup.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, offroadmanagementgroup.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, offroadmanagementgroup.com is the ideal place to find your next job.