Financial Advocate — Grow Members' Finances

Onpath-Credit-Union; Gonzales (LA); Sur place; USD 23 000 - 33 000; Plein temps

Avantages offerts par ce poste

Competitive Compensation

Impressive Benefits Package including

401(K) Plan

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Customer service

Sales

Interpersonal skills

Communication

Formation

High school diploma or GED

Outils

MS Office

Database software

Description du poste

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