Branch Customer Representative - Bilingual Preferred

Job Locations:
12510 U.S.

Highway 301 Dade City, FL 33525 United States of America

Job Details:

The Member Advocate serves as a welcoming and trusted financial guide for credit union members.

This role is responsible for delivering exceptional service through teller and platform functions, ensuring every member interaction is positive, informative, and aligned with their financial goals.

The Member Advocate fosters a supportive environment where financial conversations are approachable and empowering, while also promoting credit union products and services.

As a community connector, Member Advocates help grow the credit union's presence by participating in local events, volunteering, and building relationships.

In some locations, based upon business need, this role may be required to be bilingual in Spanish, Creole, or other languages.

Position Overview:

The Member Advocate serves as a welcoming and trusted financial guide for credit union members.

This role is responsible for delivering exceptional service through teller and platform functions, ensuring every member interaction is positive, informative, and aligned with their financial goals.

The Member Advocate fosters a supportive environment where financial conversations are approachable and empowering, while also promoting credit union products and services.

As a community connector, Member Advocates help grow the credit union's presence by participating in local events, volunteering, and building relationships.

In some locations, based upon business need, this role may be required to be bilingual in Spanish, Creole, or other languages.

Job Description:



* Greet and assist members in a courteous, professional, and timely manner


* Listen to member needs, provide accurate information, and deliver effective solutions


* Ensure a welcoming environment that encourages open financial discussions


* Process daily financial transactions including deposits, withdrawals, loan payments, and account inquiries


* Maintain and balance cash drawer in accordance with credit union policies


* Verify identification, endorsements, and signatures while adhering to regulatory standards


* Secure negotiable items and confidential records at all times


* Identify opportunities to refer members to additional products and services


* Open new accounts and input loan applications with accuracy and compliance


* Perform account maintenance, resolve discrepancies, and reconcile errors


* Present and explain options for share, retirement, fiduciary, and negotiable deposit accounts


* Ensure all regulatory requirements are met during account and loan processes


* Cross-sell financial solutions based on member needs


* Serve as a product ambassador, sharing the benefits of product offerings and helping members make informed choices


* Conduct member interviews to assess loan qualifications and gather necessary documentation


* Input and process cons...