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Avadian Credit Union · 4 days ago

Member Experience Advocate - Universal - Birmingham East Region| Full-Time

Birmingham,AL,US

Full-time

Onsite

Entry Level

$21/hr - $21/hr

1+ years exp

Avadian Credit Union is seeking a Member Experience Advocate - Universal to join their team in the Birmingham Area. This role involves serving as a liaison between members and the Credit Union, providing personalized service, performing transactions, and offering solutions to meet members' needs.

Bookkeeping and PayrollBusiness DevelopmentCredit CardsFinanceFinancial ServicesInsuranceLending

Comp. & Benefits

Responsibilities

Responsible for rotating branch duties, including paying and receiving functions

Responsible for accurately processing and adhering to Avadian’s Operations and Protocols

Cultivate member relationships and use retail strategies along with Avadian’s Preferred Way of Selling to develop sales leads and provide needs based solutions to members from Avadian's full range of financial products and services

Adhere to action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities

Explain consumer, mortgage, and business loan products to members, profile members' needs, and recommend loan options

Support the branch member retention and relationship expansion through regular contact with existing and potential members

Maintain a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures

Maintain a thorough knowledge of Avadian’s client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports

Request, evaluate, and interpret credit information from Credit Bureau reports to ensure compliance with Avadian guidelines and federal regulations

Explain reasons for denials and explore options for members when accounts are denied

Possess a good understanding of the consumer loan process, guidelines, and a complete understanding of IRA's

Balance the branch vault, CDM, and ITC, as necessary

Fill in at other branches as needed

Prompt and regular attendance is required

Perform other duties as assigned

Qualification

Retail banking experienceSales management experienceConsumer loan process knowledgeCRM system knowledgeBilingual in SpanishVerbal skillsProfessionalismWritten skillsPositive attitude