Senior Member Advocacy Advisor

3 weeks ago

San Antonio, United States Soarion Credit Union Full time
Job DescriptionJob Description

JOIN Soarion Credit Union in 2024

We take care of our people: Joining Soarion Credit Union is the career move to make in 2024 Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work We also offer all paid days off for Federal holidays

Role:

Our Senior Member Advocacy Advisor is a part of our Member Advocacy team and provides services to our members in a virtual face-to-face capacity. As part of our Member Advocacy team, our Senior Member Advocacy Advisor will be responsible for training Member Advocacy staff and engage with existing and potential members to determine financial needs by leveraging a consultative conversation and employing their product and service knowledge along with sales tools as necessary.

Work Location:

This is an onsite position at our HQ at 1560 Cable Ranch Rd, SA 78245. Occasional remote work may be available for select positions and is subject to prior approval by management.

What you will be doing:

  • Coaches, develops, and mentors member advisors; assists with work schedules; and monitors member advisor performance as needed
  • Strengthens relationships with members through face-to-face, digital conversations and makes outside calls to cross-sell and up-sell credit union products and services that meet identified needs and maximize retention.
  • Processes teller transactions, opens new membership accounts, completes consumer loan applications and provide general account information and support the overall operations of the branch.
  • Provides backup coverage to our face to face financial centers as needed.
  • Provides exemplary member experience that meets and exceeds our members’ expectations. Ensures that members are acknowledged appropriately and transactions are processed accurately and professionally.
  • Has a comprehensive understanding of all retail products and services and sufficient understanding of all Financial Center services to make effective referrals to other business lines.
  • Monitors Financial Center operations to ensure that security procedures are being followed and that appropriate steps are taken to correct unsatisfactory conditions.
  • Reviews documents prepared by Financial Center staff, such as loan, membership, and account/loan maintenance audits, safe deposit vault entry, and exit records to ensure compliance with organizational policies and procedures and addresses and resolves outstanding quality of work issues under the direction of the Financial Center Manager.
  • Provides exemplary member experience that meets and exceeds our members’ expectations. Ensures that members are acknowledged appropriately and transactions are processed accurately and professionally.
  • Establishes value-added relationships with members, to understand their financial needs and to offer solutions for those needs. Solution methods include identifying a solution, explaining, in detail, the benefits of products and services
  • Accurately processes financial transactions to include, but not limited to accepting and posting deposits and payments, cashing checks, making transfers, loan and visa advances, counting coins, wire transfers, redeeming bonds, selling travelers’ checks and money orders, and prepares and processes account maintenance.
  • Opens and maintenance accounts to include share, checking, money market, certificates of deposit, IRA’s, HSA’s or business accounts
  • Processes consumer loans applications according to Credit Union and regulatory compliance guidelines
  • Provides members with general account information regarding their account balances and transactions performed.
  • Maintains a balanced cash drawer.
  • Observes suspicious behavior and reports any such activity to a Supervisor or security personnel In the event of a robbery, remains calm and follows AFFCU procedures to safeguard members and employees.
  • Provides back up to all other employees as needed.
  • Performs all other duties as required.

What you'll bring along:

  • Must have a High School Diploma or equivalency
  • 1-3 Years of similar or related experience.
  • Six (6) months cash handling experience preferred.
  • Must know 10 key by touch.
  • Must be able to operate standard types of office equipment and computers quickly and accurately.
  • Must have excellent interpersonal, organizational and telephone etiquette skills.
  • Must have strong workflow and communication skills (both written and oral).
  • Must possess working PC knowledge including word processing, spreadsheet skills and Internet/Intranet. Includes the ability to point, scroll, and navigate with a mouse.
  • Must exercise sound judgment.


We are Committed to Equal Opportunity.

Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our equal employment opportunity policy statement, pay transparency nondiscrimination agreement, and the Know Your Rights: Workplace Discrimination is Illegal Poster reaffirm this commitment.

Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at humanresources@soarion.org.



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