Business Relationship Specialist (Member Advocate)

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 4 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!

Business Relationship Specialist - Member Advocate

Join us as a Member Advocate - Business Relationship Specialist and become a driving force in PEFCU's mission of becoming the preferred financial partner for all Publix associates. This role is about making a difference in the financial well-being of our members & potential members through the education of our products and services.

You’ll be responsible for developing and expanding relationships at stores within a territory that spans from Titusville to Port St. Lucie.

What you will do…

Schedule and conduct presentations to promote membership, product and services, and drive account opening at on-site events.

Collaborate with partners to have credit union presentations and information tables in the communities we serve.

Act as a PEFCU ambassador to create robust brand awareness in a defined territory of grocery stores.

Execute the company-wide business relationship program.

Cultivate strong rapport through consistent communication and touch points via phone, email, and personal visits to retail locations.

Lead the charge in new memberships, loan referral, and building relationships with eligible individuals.

Proactively drive the engagement of our online banking, ensuring consistent messaging and branding.

Identify and capitalize on opportunities to showcase PEFCU's products and services.

Provide members with a personalized and rewarding experience

Keep abreast of the credit union's vision, products, and services to represent and promote them effectively.

Plan, organize and represent PEFCU at sponsored events, including community events, trade shows, and networking events.

Maintain reporting, tracking, and measurement of community outreach initiatives and results.

Research and recommend networking opportunities to the management.

Assist the marketing team with the opening of new branches.

What you need…

2-3 years of experience in a bank or credit union, supermarket experience a plus

Knowledge of lending theory, industry practice

Ability to work independently

Ability to build relationships quickly and effectively through listening and interacting with members and associates.

Strong interpersonal skills, including the ability to build trust and rapport

Presentation skills to create and deliver compelling presentations to effectively communicate information and ideas.

Strong financial product knowledge

Approachable and engaging

Maintain a high level of professionalism

Knowledgeable in consultative sales principles

Ability to provide exceptional member experience

Problem-Solving Skills

Ability to communicate effectively both verbally and in writing, as well as present financial products accurately

Self-motivated and goal-oriented

Ability to work in a fast-paced, member-focused environment

Planning and organization skills

Passionate about finding ways to help members and the community

Computer proficiency

Position also requires...

The flexibility to travel to multiple store locations in the territory.

Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance.

What’s in it for you…

Competitive payâ

Pay for performance incentive program

Monthly car and phone allowance

Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!

Stellar benefits/perks

Work/life balance

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.

Apply now!