Financial Advocate- Floater (Southshore)

Financial Advocate

At OnPath Credit Union, we are built for growth and driven by results. Our members are looking for more than transactions—they're looking for guidance and support. At OnPath, Financial Advocates play a key role in helping members achieve their financial goals while building meaningful relationships. If you're looking for a role with clear expectations, growth opportunities, and the chance to make a real difference—we'd love to connect.

Starting pay is $21.00/hour plus incentives. Financial Advocates have the opportunity to grow within the organization to the position that becomes their passion. This open position will also earn a sign on bonus of $1,000.00 after successfully completing 90 days with OnPath.

You will:

• Identify opportunities to support members' financial goals
• Recommend solutions that make a real difference
• Build strong, lasting relationships
• Work toward clear, measurable targets
• Stay proactive and responsive

We measure success by:

• Member impact
• Production and goal achievement
• Consistent follow-through

This role is a great fit if you:

• Enjoy working toward goals
• Take ownership of your results
• Build trust quickly with others
• Want to grow and be recognized for your performance

Your duties:

• 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. 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.
• Up to 6 months of similar or related experience, including preparatory experience.
• Experience in banking, retail, or direct sales environments highly preferred.

Education and licenses:

• High school education or GED

Interpersonal skills:

• Professional, courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring.

Other skills:

• Knowledge of, or the ability to learn, federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility is necessary. Proficiency with database software and the MS Office suite is also required.

ADA physical requirement: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds.

Working conditions: Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental requirements: Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Disclaimers: Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OnPath FCU is an EOE/M/F/Disability/Veteran.