Financial Advocate 3 Traditional - Richland, GA

Five Star Credit Union

Richland (WA)

Hybrid

USD 31,000 - 38,000

Full time

2 days ago
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Job summary

Five Star Credit Union in Richland, GA is seeking a Financial Advocate 3 Traditional to strengthen member relationships by guiding them through a range of financial products and services. The role requires strong communication, organized multitasking in a fast-paced sales environment, and proficiency with computers.

Experience in consumer lending and service within a financial institution is preferred. Salary ranges from $22.27 to $27.84 per hour, with starts at entry levels and increases with

Qualifications

  • Experience in the financial industry and knowledge of products and services.
  • Strong organization and multi-tasking in a fast-paced environment.
  • Excellent computer and technology skills and teamwork ability.

Responsibilities

  • Assist members with opening a wide variety of products and services.
  • Process card disputes and assist with electronic devices.
  • Make outbound sales calls to deepen member relationships.

Skills

Customer service
Sales experience
Communication skills
Financial products knowledge

Tools

CRM software
Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Financial Advocate 3 Traditional - Richland, GA

Full Time Sales Richland, GA, Richland, GA, US

Salary Range: $22.27 To $27.84 Hourly

The Financial Advocate focuses on developing and enhancing member relationships. This position assists members with opening a wide variety of products and services, processing card disputes, assisting with electronic devices, outbound sales calling, and other tasks to further deepen relationships.

The successful candidate has experience in the financial industry with an understanding of operations, products and services, and related legal and regulatory requirements. He/She must be well organized and able to multi-task in a fast-paced sales and service environment. They must possess excellent computer and technology skills, communication skills, and have the ability to work effectively in a team environment.

Previous experience in a consumer lending, sales and service environment within a financial institution is preferred.

This position will be located at our Richland, GA Financial Center.

Salary range is dependent upon experience: entry rate starts at $22.27-$27.84 and may increase depending on experience.

At Five Star Credit Union, 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.

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