Credit Financial Advocate

At OnPath Credit Union, we share a passion for delivering exceptional service.

Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success.

Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan

We are looking for a Financial Advocate- Floater (Northshore) to join our team! The salary range for this position is $17.00 to $23.77 per hour based on skills and experience. This position is classified as On-site.

As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. We are Committed to our promise to be the best financial advocates for our members and the communities we serve.

The Financial Advocate Floater is a branch employee who has a "home" location but travels to any branch within their region that needs assistance. Financial Advocates have the opportunity to grow within the organization to a permanent branch position and/or any other position that becomes their passion.

The Financial Advocate is responsible for providing exceptional member service by having genuine and positive interactions with our members in order to not only handle routine transactions but also assess best products and services to put them in a better financial situation. This role involves accurately processing transactions, maintaining cash integrity, and promoting the credit union's products and services. The financial advocate serves as a front-line representative, ensuring a positive member experience in a fast-paced product and service-promoting environment.

The Financial Advocate will assist members, employees, and all appropriate internal credit union partners. Ensures value through decision making that supports credit union goals and interests. Promotes and maintains a positive image of the credit union to peers, members, and communities we serve.

Travels to any branch within the assigned region.

Possesses a genuine passion for helping people.

Accurately process deposits, withdrawals, transfers, loan payments, and other transactions.

Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.

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 efficiently process loan documents.

Verifies cash drawers/currency shipments/vault totals. 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.

Adhere to all credit union policies, procedures, and regulatory requirements. Follow security procedures to protect against fraud and ensure member confidentiality. Experience in a sales and/or customer service environment

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.

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

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. 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 complete basic mathematical calculations, spell accurately, and understand computer basics. 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 capable of exercising highest level of discretion on both internal and external confidential matters.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OnPath FCU is an Equal Opportunity Employer/Disability/Veteran