Gulf Winds Credit Union · 18 hours ago
Member Advocate I- Float
Pensacola, FL, US
Full-time
Onsite
Entry Level
1+ years expGulf Winds Credit Union is a regional financial institution committed to providing innovative financial tools for its members. The Member Advocate I- Float position focuses on delivering exceptional service to members by understanding their financial needs and recommending appropriate solutions.
CreditFinanceFinancial Services
Responsibilities
Approaches, greets, and welcomes member into the branch, establishes relationships while understanding member needs by asking appropriate questions and recommends the best solution to strengthen the member’s financial well-being
Engages members in conversation and delivers an exceptional experience at all touch points and zones within the member journey of the branch
Educates members on Gulf Winds and the Credit Union’s offering including all lines of business
Establishes new relationships, opens new accounts, takes and processes loan applications
Develops effective service and sales strategies to promote products and services to meet or exceed individual and team-based goals
Utilizes marketing, digital, branding elements, and all technology to engage members in conversation and needs discovery
Creates and delivers an experience that deepens relationships and delivers the Gulf Winds' Brand
Accepting deposits, withdrawals and payments
Cashing checks
Processing transfers
Selling cashier checks and/or other negotiable instruments
End of day balancing and completing necessary reports or documentation as required
Cash vault responsibilities
Secures the Credit Union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members and keeping member information confidential
Engages members in conversation to determine specific needs and goals
Assisting members with account related problems such as lost debit and credit cards, balancing of accounts, changes in account ownership, etc
Assisting members with requests, complaints, research and follows-up on details to resolve matters to the member’s satisfaction
Utilizes knowledge and technology to identify member needs with Gulf Winds’ lines of business such as investment and mortgage services, and seamlessly refers members to the appropriate line of business
Actively learns, demonstrates, and fosters the Gulf Winds culture
Takes personal initiative and is a positive example for others to emulate
Actively participates in community activities that support Gulf Winds’ community efforts and initiatives
Takes ownership of resolving member requests or inquires by either resolving them personally or facilitating resolution through the appropriate team member or department
Follows up to ensure member satisfaction with the resolution
Performs other job-related duties as assigned
Qualification
Required
One year to five years of similar or related experience
A high school education or GED
Ability to read, write, comprehend, and speak English clearly
Demonstrated ability to work independently and provide a high level of customer service
Demonstrated ability to organize, manage, and track multiple detailed tasks and assignments in a fast-paced work environment
Demonstrated ability to use mathematics to process account and transaction information
Normally expected to work between 8:30 a.m. and 5:00 p.m. but may be required to work nights and/or weekends
Must adhere to safety rules and regulations
Courtesy, tact and diplomacy are essential elements of the job
Company
Gulf Winds Credit Union
Gulf Winds Credit Union provides a wide range of accounts and banking services designed to help members live their best financial lives.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Daniel Souers
President/CEO
Joanne Hyatt
SVP/Chief Lending Officer
Recent News
American Banker
2022-09-02
Company data provided by crunchbase