Member Experience Liaison

5 hours ago


Birmingham, Alabama, United States Avadian Credit Union Full time
Job Title: Member Experience Advocate

We are seeking a highly motivated and service-oriented individual to fill our Member Experience Advocate - Universal position at our Midtown branch.

Job Summary:

The Member Experience Advocate - Universal will serve as a full-service liaison between members and the Credit Union, providing needs-based solutions, performing transactions, opening accounts, resolving issues, originating loans, and managing the lobby.

Key Responsibilities:
  • Rotate branch duties, including paying and receiving functions.
  • Accurately process and adhere to Avadian's Operations and Protocols.
  • Cultivate member relationships and use retail strategies to develop sales leads and provide needs-based solutions.
  • Adhere to action plans, goals, and objectives, secret shops, corporate initiatives, and training opportunities.
  • Explain consumer, mortgage, and business loan products to members, profile members' needs, and recommend loan options.
  • Support branch member retention and relationship expansion through regular contact with existing and potential members.
  • Maintain a thorough knowledge of Avadian products and services, including features, benefits, processes, guidelines, and procedures.
  • 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.
  • Possess a good understanding of the consumer loan process, guidelines, and a complete understanding of IRAs.
  • Balance the branch vault, CDM, and ITC, as necessary.
  • Fill in at other branches as needed.
  • Prompt and regular attendance is required.
  • Perform other duties as assigned.
Requirements:
  • One to three years of retail banking experience.
  • Sales quota experience or sales management experience.
Education:
  • A high school diploma or GED.
Other Requirements:
  • Must be comfortable providing needs-based solutions to members.
  • Must have a competitive nature and be goal-driven.
  • Must have the ability to work in a fast-paced environment.
  • Must have the ability to use online computer systems, organize transactions, and accurately manage large sums of money.
  • Must have excellent written and verbal skills, a positive attitude, pleasant demeanor, decisiveness, and professionalism.
  • Position will require employee to work on Saturdays from 8:45 a.m. until 12:30 p.m.
  • Bilingual in Spanish a plus.

Rate: $21 per hour + Comprehensive Benefits Package

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

Avadian Credit Union is an Equal Opportunity Employer.



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