Medical Financial Advocate

Found in: Jooble US O C2 - 2 weeks ago

Spokane WA, United States Canopy Credit Union Full time

Canopy Credit Union is looking for a purpose driven individual to join our creative community as a Member AdvocateII.
If you are someone who is passionate about growing a happier and healthier community through financial inclusion we encourage you come and join the Canopy team by applying today
This position is located at our Downtown Spokane branch and is in person and not eligible for remote work.
Canopy was recently named the 18th Best Credit Union to Work for in the Nation by American Banker.
We are a fun, playful, and hardworking family committed to the growth of each other, our members and our community
Monthly cash incentives
Options for individual medical, dental, and vision insurance coverage at NO cost to the employee
Career Development: certifications, webinars, in house training's, job shadowing -- these are all options we offer to support you in your career path
Opportunity to work with some of the leading technology in the financial services industry
Office putt putt competitions, potlucks, meme sharing, mini basketball hoop challenges, BINGO, really just tons of fun :)
Assist members with a wide variety of services and advise as to how best to utilize credit union products and services in order to meet personal financial goals and provide the highest quality member service.
Interview loan applicants in person and by phone, gathering required information for credit application, explaining loan options, rates, terms and collateral requirements, provide general and specific loan information and disburse funds accordingly.
* Account Opening: Open various new accounts, process necessary information and educate the members as to services/products available as a result. Conduct and cross-sell financial coaching sessions as needed.
* Responsible for actively promoting marketing efforts and to help evaluate effectiveness and quality of delivery of services and make recommendations.
* Maintain a high attention to detail to ensure quality of work with member accounts, loans and other member services.
* Will travel locally between branches based off the assignment from the Branch Manager and the needs of the branches.
* Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Canopy Credit Union is committed to building a diverse and inclusive community. We actively seek opportunities to recruit and hire qualified candidates with varying backgrounds including race, religion, sexual orientation, age, national origin, ancestry, citizenship, disability, and veteran status.
As a credit union, we acknowledge there is more work to do. We are committed to listening to the ideas and opinions of our minority community members, providing opportunities for staff to learn and grow, developing effective practices to continue promoting diversity and supporting local organizations that are actively engaging in social justice work.
At Canopy Credit Union, we strive to be an agent for change. We believe in the financial empowerment of our community, and we will continue serving you in the compassionate and kind manner you deserve.
Canopy Credit Union is an Equal Housing Lender and an Equal Opportunity Employer.
- Minimum Qualifications: Six months related experience (sales, retail, financial). Typing skills required and good PC skills a must. Requires the ability to remain on the phone for long periods of time.
Requires the ability to use arms and hands to operate various office equipment.
Requires the ability to move freely around the Credit Union to other departments
20-25 Hourly Wage

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