Member Experience Advocate - Universal - South Region Branches | Full-Time

Description

Since Avadian Credit Union's inception in 1934, we have upheld the credit union philosophy of "people helping people." This reflects in every action, service, attitude and direction we take as a company. Our mission is to go out of our way every day to value you as a person, to make you feel delight and to improve your life. That goes for our members and our employees. It's what defines us, builds us and ultimately attracts talented and remarkable people to our team. It's not enough to just work somewhere every day. We believe in working somewhere you love and somewhere you can make a difference. It is our commitment to meet the needs of our members, and we couldn't do this without our dedicated employees. It is because of our great team that we are successful.

As if working with a fun team of highly talented professionals isn't enough, we also offer competitive salaries and a comprehensive benefits program. We don't want to brag or anything, but it's pretty top notch.

We are looking for energetic, driven, service-oriented individual to fill our Member Experience Advocate - Universal positions on our Tag Team for the South Region branches - based out of the Dothan area with some travel to Mobile. In this role, the Member Experience Advocate - Universal will serve as a full-service liaison between the members and the Credit Union. The Member Experience Advocate – Universal will perform transactions, open accounts, resolve issues, originate loans, and manage the lobby. In this role, the Member Experience Advocate - Universal will be offering members a personal experience from the moment they enter the branch, to the moment they leave.

Functions and Responsibilities:

• Responsible for rotating branch duties, including teller functions.
• Accurately process financial transactions in accordance with Avadian’s teller standards and protocols (i.e. placing appropriate holds, examining checks for proper endorsements, etc.).
• Utilize member contacts to develop sales leads and Avadian’s Sales Flow Model to cross-sell Avadian’s full range of financial products and services.
• Maintain a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures.
• Maintain a thorough knowledge of Avadian’s client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports.
• Adhere to 90-day action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities.
• Explain consumer loan products to members, profile members' needs, and recommend loan options.
• Request, evaluate, and interpret credit information from Credit Bureau reports to ensure compliance with Avadian guidelines and federal regulations.
• Explain reasons for denials and explore options for members when accounts are denied.
• Balance the branch vault and ITC, as necessary.
• Fill in at other branches as needed.
• Perform other duties as assigned by supervisor.

Requirements

Basic Requirements:

• Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism.
• Must be able to travel to branches in the specific region.
• Must have the ability to use online computer system, organize transactions and accurately handle large sums of money.
• Position will require employee to work on Saturdays from 8:45 a.m. until 12:30 p.m.

Experience: Must have at least one year of sales experience or one year of customer service experience.

Education: A high school diploma or GED.

Please note - submitting a resume does not guarantee any future action by Avadian Credit Union.

Avadian Credit Union is an Equal Opportunity Employer