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OnPath Credit Union · 2 months ago

Financial Advocate- Floater (Northshore)

Mandeville, LA

Full-time

Onsite

New Grad, Entry Level

$17/hr - $19.81/hr

0+ years exp

OnPath Credit Union is committed to delivering exceptional service and is seeking a Financial Advocate- Floater to join their team. This role involves building relationships with members, providing personalized financial solutions, and promoting the credit union's products and services while ensuring a positive member experience.

Financial ServicesLendingNon Profit

Responsibilities

Travels to any branch within the assigned region

Greets and assists every member with a friendly, positive, and professional demeanor

Possesses a genuine passion for helping people

Accurately process deposits, withdrawals, transfers, loan payments, and other transactions

Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products

Conduct consultative conversations with our members in order to cross-sell opportunities such as checking accounts, personal and auto loans, credit cards, refinances, debt consolidation loans and refer mortgage and commercial loans to the appropriate departments

Able to effectively communicate information on credit union products and services and meet or exceed referral and sales goals set by the branch

Able to understand and interpret credit reports in order to offer the best solutions to our members

Able to efficiently process loan documents

Assist with branch opening and closing procedures as needed. Prepares currency and coin for shipment. Verifies cash drawers/currency shipments/vault totals. Support branch operations by performing administrative tasks and maintaining a clean and organized work environment

Participate in training sessions and team meetings to stay informed about policies and procedures

Adhere to all credit union policies, procedures, and regulatory requirements. Follow security procedures to protect against fraud and ensure member confidentiality. Report any suspicious activity or potential security breaches to management

Completes all other duties as assigned

Qualification

Customer serviceSales experienceFinancial products knowledgeDatabase software proficiencyProfessional demeanorTeam collaborationCommunication skillsProblem-solving skills

Required

Up to 1 year of similar or related experience, including preparatory experience

Experience in a sales and/or customer service environment

High school education or GED

Knowledge of, or the ability to learn, federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility

Proficiency with database software and the MS Office suite

Professional, courtesy and tact are essential elements of the job

Ability to perform job functions independently or with limited supervision

Ability to read and carry out various written instructions and follow oral instructions

Ability to complete basic mathematical calculations, spell accurately, and understand computer basics

Ability to speak clearly and deliver information in a logical and understandable sequence

Ability to deal calmly and professionally with numerous different personalities from diverse cultures

Ability to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace

Ability to effectively handle multiple, simultaneous, and changing priorities

Ability to exercise highest level of discretion on both internal and external confidential matters

Benefits

Competitive Compensation

Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan

Paid Vacation, Wellness, Sick Time, and more!

Company

OnPath Credit Union

Communities thrive when their residents make educated financial decisions: How do I get the home I want? When is the best time to purchase a vehicle? What are my best options when choosing a checking or savings account? At OnPath Federal Credit Union, we help members clearly define their needs, identify solutions and help them customize the financial products and services that best satisfy their unique situations.

Founded in 1961

Jefferson, Louisiana, USA

51-200 employees