Talent Squad Advocate jobs in United States
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Tucson Federal Credit Union · 17 hours ago

Talent Squad Advocate

Tucson Federal Credit Union is seeking a Talent Squad Advocate to provide exceptional experiences to members by assisting with their financial needs and processing transactions. The role involves balancing currency, resolving issues, and promoting new technology to enhance member satisfaction.

Financial Services

Responsibilities

Process all member transactions including deposits, withdrawals, loan advances and loan payments accurately
Balance currency, coin and checks at the end of each shift. Document all cash in and out; verify check amounts and signatures on negotiable items
Exercise good judgment and problem-solving skills to resolve issues and make on the spot decisions including exceptions, adjustments and overrides
Support members in overcoming concerns with new technology and promote benefits to ensure a positive experience and increase adoption rate
Actively participate and complete all required training that enhances one’s ability to perform their job
Abide by state and federal banking regulations. Attend training sessions and complete compliance training on an annual basis. Follow credit union Member Privacy Policy and member identification procedures
Must maintain a high level of professionalism, positivity, and friendliness in person and on camera to deliver an exceptional experience for each member
Ability to speak clearly, tactfully, effectively and with diplomacy to members, volunteers and employees at all levels of the organization (systems, documents, procedures, etc)
Ability to accurately communicate via email, throughout systems, documents, and in person communication
Must be comfortable and maintain professionalism on camera with members. Maintain professional composure during all video transactions
Engage in behavior that aligns with the credit union’s cultural beliefs
Gain and retain a high-level knowledge of all TFCU products, policies and procedures
Maintain a professional businesslike appearance in accordance with TFCU Dress and Personal Appearance Policy
Adhere to TFCU’s attendance and punctuality policy

Qualification

Customer serviceCash handlingProblem-solvingCommunicationProfessionalism

Required

High school diploma or its equivalent required
Five (5) years work experience required, preferably in customer service
Three (3) years cash handling experience required
Ability to speak clearly, tactfully, effectively and with diplomacy to members, volunteers and employees at all levels of the organization
Ability to accurately communicate via email, throughout systems, documents, and in person communication
Must be comfortable and maintain professionalism on camera with members
Maintain a professional businesslike appearance in accordance with TFCU Dress and Personal Appearance Policy
Adhere to TFCU's attendance and punctuality policy
Exercise good judgment and problem-solving skills to resolve issues and make on the spot decisions including exceptions, adjustments and overrides
Abide by state and federal banking regulations
Attend training sessions and complete compliance training on an annual basis
Gain and retain a high-level knowledge of all TFCU products, policies and procedures
Maintain a high level of professionalism, positivity, and friendliness in person and on camera

Company

Tucson Federal Credit Union

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Tucson Federal Credit Union is a group of teachers with a vision that came together to form a financial cooperative.

Funding

Current Stage
Growth Stage

Leadership Team

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Matthew Gaspari, MBA
President/CEO
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Krystal Adams
Chief Operating Officer
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Company data provided by crunchbase