POSITION OVERVIEW. Provide frontline staff with support and guidance related to check negotiation and specialized account services, such as Trusts, Guardianships, Estates, and Powers of Attorney. Centrally administer the Safe Deposit Box, Notary, and Medallion Signature Guarantee programs. DESCRIPTION. . Maintain an advanced knowledge of credit union services, policies, procedures, and general operations practices. . Assist frontline and key sup...
Job Summary. The Card Fraud Analyst is responsible for ensuring card-related fraud losses remain within established benchmarks. The Card Fraud Analyst proactively identifies fraud trends and monitors the performance of card fraud rules, and collaborates with the Risk Advisor to develop and refine rules. Duties & Responsibilities. Responsible for ensuring card-related fraud losses remain within the Board-approved benchmarks. Monitors industry and ...
Job Summary. The Member Advisor I provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries, resolving member issues accurately and in a timely manner, and effectively identifying members' needs and making appropriate referrals for Credit Union's products and services. Duties & Responsibilities. . Processes various types of transactions for members including cash and non...
POSITION OVERVIEW. The Member Advisor II provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries including new accounts and loan applications/closings, resolving member issues accurately and in a timely manner, and effectively identifying members’ needs and making appropriate referrals for Credit Union’s products and services. DESCRIPTION. Processes various types of tr...
Assists the Branch Manager with motivating, coaching, and developing branch staff to provide outstanding service and advocacy to members, while consistently identifying opportunities to deepen relationships and strengthen member loyalty. Aids in the development and delivery of annual for branch staff. Maintains advanced-level understanding of all aspects of branch workflow, including loan application processing, new account originations, cash vau...
Job Summary. The Compliance Analyst’s primary function is to ensure Educational Federal Credit Union’s compliance with all applicable regulatory requirements. This position coordinates compliance initiatives with other departments in accordance with business plans, ensures compliance management is tracked centrally, and acts as liaison with various business units when compliance updates are required. Duties & Responsibilities. Conducts regular c...
Job Summary. The Consumer Loan Underwriter provides underwriting of new consumer loans. The function includes the review of a member's loan request and review of all supporting documentation used for the underwriting of the loan for accurate decisions in accordance with credit union policies and procedures. Duties & Responsibilities. Evaluate consumer loan requests. Obtain and analyze credit reports and acceptable credit information. Verify credi...
Duties / Responsibilities. Experience driving/hauling an oversized commercial vehicles. Uses knowledge of local area, GPS, and/or mapping applications to avoid high traffic areas and to ensure the shortest and safest route to destination. Fully trained to hand all kinds of security-related incidents / threats that may arise while on the job. Observant and skilled when assessing situations. Stay alert at all times to safeguard and recognize suspi...
The Educational Federal Credit Union is currently looking for professional and customer-oriented individuals to add to our team. Since 1935 the Credit Union has been dedicated to providing quality financial services to the South Florida educational community. The Member Advisor I provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries, resolving member issues accuratel...
Job Summary. The Member Advisor I at EdFed assist members with a variety of financial transactions and inquires. This position requires flexible scheduling that includes Saturday work hours. Duties include. . Processes various types of transactions for members including cash and non-cash deposits, withdrawals, loan payments, transfers, cash advances, cashier’s checks, savings bonds, IRA deposits, CD withdrawals, etc. Services member accounts by p...
The Educational Federal Credit Union is currently looking for professional and customer-oriented individuals to add to our team. Since 1935 the Credit Union has been dedicated to providing quality financial services to the South Florida educational community. The Member Advisor I provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries, resolving member issues accuratel...
Answers calls and greets members appropriately according to MCC monitoring and coaching standards, provides general information regarding Credit Union products and services, handles a high volume of calls. Identifies problems and/or provides member support. addresses member concerns and works with the member to resolve. Assists members with existing loan questions. Coordinates resolutions with Lending for payment options and research. Refer Debit...
