Member Advocate
1 month ago
JOB REQUIREMENTS: Job Details Job Location Fond du Lac WI FDL East Branch - Fond du Lac, WI Position Type Full Time Salary Range \$17.50 - \$17.50 Hourly Description POSITION SUMMARY The Member Advocate is responsible for providing transactional and information services to credit union members while achieving sales goals. POSITION RESPONSIBILITIES Sales: Cross sell financial products or refer members to professionals who can assist them. Meet or exceed specific individual monthly referral goals. Promote and recommend various credit union products such as consumer loans, deposits, mortgages, investments, credit cards, and various electronic services. Respond to questions from the members regarding services we provide in a professional friendly manner. Attend required sales, services, and department training classes to enhance skill level. Additional duties assigned. Operational: Complete deposit, withdrawal, and services transactions with accuracy and efficiency while following all security procedures. Always maintain member confidentiality by verifying all necessary signatures, endorsements, and proper photo identification. Maintain appropriate cash drawer supply while staying under set limits. Verify and balance currency, coin, and checks in cash drawer at end of shift. Process and accurately balance member transactions such as: daily mail, night depository, and ATM. Order checks through Liberty Check Processing. Order, reorder and maintain check cards for members. Enroll/modify payroll allocations and ACH per member request. Complies with all aspects of BSA/AML and OFAC regulations as it relates to this position. Maintain a professional image of the credit union in dealing with members: provide friendly, helpful assistance, upgrade knowledge of financial products and protect member confidentiality. Saturday hours are required on a rotating basis, may be asked to work at other Verve Branch locations as needed to meet staffing needs. Additional duties assigned. Qualifications EDUCATION AND EXPERIENCE High school diploma or equivalency, or currently enrolled in high school. Previous cash handling and/or retail experience preferred. KEY COMPETENCIES Able to read and interpret policy and procedures. Learn and know product offerings. Stay abreast of new products and services. Effective written and verbal skills. Basic computer skills, use of standard keyboard, mouse and common software packages. Accurate math skills, ability to calculate figures and amounts such as cash denominations. Ability to use basic 10-key calculator. Complies with all Federal and Credit Union regulations as it relates to this position. Requires an outgoing, friendly, and enthusiastic team... For full info follow application link. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability or veteran status ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/38687686B9A6402A
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