Financial Advocate- Floater (Southshore)

OnPath Federal Credit Union; Harahan (LA); Sur place; USD 43 000 - 47 000; Plein temps

Avantages offerts par ce poste

Sign-on bonus of $1,000

Opportunities for growth

Incentives based on performance

Résumé du poste

OnPath Federal Credit Union is looking for an experienced Financial Advocate to support members' financial goals and drive results. You will build relationships, meet sales targets, and process loan documents.

Successful candidates will have strong customer service skills and preferably some experience in banking or retail. This role offers a starting pay of $21.00/hour plus incentives, with a sign-on bonus of $1,000 after 90 days.

Qualifications

• 6 months of similar or related experience, preferably in banking or retail.
• Ability to communicate product information and meet sales goals.
• Knowledge of federal, state, and local regulations.

Responsabilités

• Identify opportunities to support members' financial goals.
• Conduct consultative conversations with members for cross-selling.
• Process loan documents efficiently.

Connaissances

Customer service

Relationship building

Sales goals achievement

Banking knowledge

Formation

High school education or GED

Outils

MS Office Suite

Database software

Description du poste

Financial Advocate - Build Relationships. Drive Results

We are looking for an experienced Financial Advocate (branch banker). Starting pay is $21.00/hour plus incentives. Financial Advocates have the opportunity to grow within the organization and earn a sign‑on bonus of $1,000.00 after successfully completing 90 days with OnPath.

Your Responsibilities

• Identify opportunities to support members’ financial goals.
• Recommend solutions that make a real difference.
• Build strong, lasting relationships.
• Work toward clear, measurable targets.
• Stay proactive and responsive.

Success Metrics

• Member impact.
• Production and goal achievement.
• Consistent follow‑through.

What Makes a Great Fit

• Enjoy working toward goals.
• Take ownership of results.
• Build trust quickly with others.
• Desire to grow and be recognized for performance.

Your Duties

• Conduct consultative conversations with members to identify cross‑sell opportunities such as checking accounts, personal and auto loans, credit cards, refinances, debt consolidation loans, and refer mortgage and commercial loan needs to appropriate departments.
• Effectively communicate product and service information and meet or exceed referral and sales goals set by the branch.
• Understand and interpret credit reports to offer optimal solutions.
• Process loan documents efficiently.
• Assist with branch opening and closing procedures as needed; support operations by performing administrative tasks and maintaining a clean, organized work environment.
• Participate in training sessions and team meetings to stay informed about policies and procedures.
• Have up to 6 months of similar or related experience, including preparatory experience.
• Preferable experience in banking, retail, or direct sales environments.

Education & Licenses

• High school education or GED.

Interpersonal Skills

• Professional courtesy and tact; ability to engage customers and others with routine matters, providing and receiving information or instructions, updating or referring as needed.

Other Skills

• Knowledge of federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility. Proficiency with database software and the MS Office suite.

ADA

The physical demands described are representative of those required for this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties include sitting, handling objects up to 5 pounds regularly and up to 25 pounds frequently, standing, walking, using hands and arms, viewing customer information, and talking or hearing.

Working Conditions

Must be able to routinely perform work indoors in a climate‑controlled shared work area with minimal noise.

Mental Requirements

Must perform job functions independently or with limited supervision; effectively handle basic mathematics, spelling, and computer basics. Must deliver information clearly, handle diverse personalities, maintain high customer service, manage multiple priorities, exercise discretion on confidential matters, cope with deadlines and require extreme accuracy and quality, perform at a fast pace.

Disclaimers

Nothing in this position description is an implied contract for employment. The description is intended to be an accurate account of essential functions and is subject to change. Reasonable accommodations may be made for individuals with disabilities.

OnPath FCU is an EOE/M/F/Disability/Veteran.