Member Advocate (Personal Banker)
Publix Employees Federal Credit Union, Sarasota, FL, United States
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 (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 Sarasota, Florida.
What You Will Do…
Uncover member needs by having valuable conversations and asking open-ended questions.
Assist members with loan needs.
Assist members with account needs, including 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.
Perform various card (ATM and debit) related functions.
Perform a variety of cash and non-cash transactions.
What You Need…
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 Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
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!
Stellar benefits/perks
Work/life balance
Apply now!
#J-18808-Ljbffr
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 (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 Sarasota, Florida.
What You Will Do…
Uncover member needs by having valuable conversations and asking open-ended questions.
Assist members with loan needs.
Assist members with account needs, including 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.
Perform various card (ATM and debit) related functions.
Perform a variety of cash and non-cash transactions.
What You Need…
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 Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
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!
Stellar benefits/perks
Work/life balance
Apply now!
#J-18808-Ljbffr