Financial Advocate 3

Five Star Credit Union

Position Title: Financial Advocate 3 (ITM)

Department: Retail Sales and Service

Classification: Non-Exempt/Grade 10

Approved By: Kellie Eldridge

REPORTING RELATIONSHIPS

Position Reports To: Financial Center Manager

Positions Supervised: none

All team members work toward a common purpose to Brighten the Financial Future of the Communities We Serve. Each employee supports our members by promoting and offering relevant services and products to meet their diverse needs. We deliver outstanding service by embracing our core values of Integrity, Collaboration, Accountability, Passion, and Self-Improvement.

POSITION PURPOSE

Responsible for living our Five Star core values and service standards and promoting and selling Five Star products and services that meet our members' financial needs.

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ESSENTIAL FUNCTIONS AND BASIC DUTIES

1.Assumes responsibility for the effective and professional performance of Service Center Operations and Security.

• Assumes responsibility for tasks assigned related to the effective and efficient performance of service center operations.
• Ensures all established policies and procedures are followed.
• Ensures all job responsibilities are conducted in accordance with legal and regulatory requirements.
• Adheres to work schedules of daily routine operations
• Adheres to scheduled ITM balancing, settlement and cash maintenance following all security protocols and procedures.
• Ensures all transactions are balanced at the close of each day.
• Accountable for the handling of cash and follows all related policies and procedures.
• Ensures service center security by following prudent safety and security measures.
• Opens and closes the building in accordance with set hours.
• Assumes responsibility for tasks associated with testing security equipment in conjunction with the service center audit process.
• Follows the Five Star Branch Model with clean, organized workspace, and general cleanliness of service center.
• Follows weekly schedule and monitors hours to not exceed 40 hours without approval from manager.

2.Assumes responsibility for maintaining Service Standards.

• Ensures members are promptly and professionally served in accordance with our Five Star Core Values and Service Standards.

• Ensures Five Star Branch & Brand standards are adhered to.

• Educates members on the full range of products and services that meet their financial needs.

• Provides assistance with account opening, loan requests, account maintenance and problem resolution.
• Provides education to members on financial wellness and credit building
• Ensures members' requests and questions are promptly resolved.

3.Assumes responsibility for providing products and services to meet the financial needs of members.

• Focus on growth goals through living our purpose statement by uncovering ways we can help our members improve their financial wellbeing through conversation and providing products and services that fit their needs.

b. Accountable for assigned growth goals and objectives.

c. Inform the manager of potential obstacles in obtaining growth goals.

4.Assumes responsibility for self-development.

• Work with manager to develop career path goals and set continuing education assignments through appropriate certifications.

5.Promotes Five Star's Purpose in the Communities We Serve

a. Participates in various Five Star events that support community education and financial health.

b. Ensure Five Star's quality reputation is maintained and protected by modelling and living out our Core Values and Service Standards.

QUALIFICATIONS

Education/Certification: High school graduate or equivalent. College courses or degree preferred.

Valid driver's license.

Required Knowledge: Preferred knowledge of fundamentals of the financial industry or related field.

Experience Required: Prefer at least 3-5 years of experience in a financial institution or related industry.

Skills/Abilities: Strong interpersonal and natural leadership skills. Strong work ethic and teamwork

Well organized and able to multi-task in a fast-paced environment.

Ability to operate related computer applications and business equipment.

Attention to detail.

Ability to maintain focus on growth and service goals

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Talking: Position requires capacity for almost continuous verbal communication and detailed or important instructions or ideas must frequently be conveyed accurately, loudly or quickly.

Average Hearing: Able to hear average or normal conversations and receive ordinary information.

Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) May require outside travel to businesses and work sites.

WORKING CONDITIONS

None: No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Reasoning Ability: Ability to deal with a variety of variables under only limited standardization.

Able to interpret and apply various instructions.

Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios and percents, and to draw and interpret graphs.

Able to perform very simple algebra.

Language Ability: Ability to use passive vocabulary of 5,000 – 6,000 words; read at a slow rate; and define unfamiliar works in dictionaries for meaning, spelling, and punctuation.

Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.

Ability to communicate in complex sentences, using normal word order with present and past tense and good vocabulary.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.