Financial Advocate — Grow Members' Finances

Onpath-Credit-Union; Gonzales (LA); On-site; USD 23,000 - 33,000; Full time

Benefits offered by this job

Competitive Compensation

Impressive Benefits Package including

401(K) Plan

Job summary

OnPath FCU is hiring a Financial Advocate in Gonzales, LA. You will deliver exceptional member service, process routine transactions and identify opportunities to improve members’ financial health.

The role emphasizes cross-selling products while maintaining accuracy and security in a fast-paced environment. You will work with a team that values empathy, integrity, and community impact, offering growth opportunities and a supportive culture that recognizes your contributions to members and the

Qualifications

• High school education or GED required.
• Experience in a sales and/or customer service environment is preferred.
• Ability to learn policies, procedures and product offerings.

Responsibilities

• Greet and assist members with friendly, professional service.
• Process deposits, withdrawals and everyday transactions accurately.
• Cross-sell checking, loans, credit cards and other products.
• Refer mortgages and commercial loans to appropriate departments.
• Maintain confidentiality and adhere to security procedures.

Skills

Customer service

Sales

Interpersonal skills

Communication

Education

High school diploma or GED

Tools

MS Office

Database software

Job description

OnPath FCU is hiring a Financial Advocate in Gonzales, LA. You will deliver exceptional member service, process routine transactions and identify opportunities to improve members’ financial health.

The role emphasizes cross-selling products while maintaining accuracy and security in a fast-paced environment. You will work with a team that values empathy, integrity, and community impact, offering growth opportunities and a supportive culture that recognizes your contributions to members and the