TEMP Full Time Overnight Advocate

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Member Advocate I
Full Time Pensacola, FL, US

Salary Range: $20.50 To $25.00 Hourly

Gulf Winds Credit Union offers innovative financial tools that give our members freedom to live life with their finances under control. Since our founding in 1954, we have grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000+ members across Florida, Alabama, and Georgia. From daily banking needs to investment services, our members aren’t treated like an account number, but as part of the family.

We are guided by our core values of Integrity, Care, Growth, and Innovation and are dedicated to our members, our community and each other.

We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.

We set ambitious goals, provide personal development opportunities, and encourage results.

Consistent coaching and opportunities to improve performance.

Short and long-term professional development

Opportunity to participate in cross-functional projects.

With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.

Welcomes members in the branch and provides superior and professional service that promotes Gulf Winds' financial solutions and security. Ensures that member needs are achieved by understanding their financial needs and recommends the most appropriate product and service solutions that fulfill immediate and future financial needs. Accurately and efficiently processes a variety of financial inquiries, service requests, new accounts, new loans, account maintenance, and account monetary transactions. In addition to hourly income, this position has an incentive program that gives the employee the opportunity to earn additional compensation.

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. 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. 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

Secures the Credit Union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members and keeping member information confidential

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.

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.

Performance Measurements:

Provide friendly, professional, personal service to all members and associates, measured by net Promoter Score.

Adhere to Teller Balancing Policy standards.

Complies with all applicable rules, regulations, procedures and policies, including but not limited to BSA, OFAC and Physical Security.

Work involves extensive personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships or soliciting cooperation.

Other Skills: 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 use mathematics to process account and transaction information. and 5:00 p.m. but may be required to work nights and/or weekends. May be required to travel to branches other than your assigned location.

J-18808-Ljbffr Gulf Winds Credit Union